China holds 'emergency meetings' to discuss Nvidia H200 purchases following export rule change, report claims
Nvidia weighs expanding H200 production as new China orders rush in, report claims
The biggest conundrum the CCP is facing is how it will balance the need to support local chipmaking initiatives without stunting AI development. China has made inroads in semiconductor manufacturing , but its latest chips still cannot compete with Nvidia’s last-generation offerings. One solution to this is to force companies importing foreign chips to purchase a ratio of or maybe even an equal amount of locally built processors. They could then use the domestically made semiconductors for inferencing tasks while reserving the more powerful H200 chips for training. But without an official announcement from Beijing, Chinese tech companies have no choice but to wait to know whether they could purchase Nvidia GPUs — and, if so, how many.
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Reference reading
- https://www.tomshardware.com/tech-industry/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/beijing-tells-companies-to-pause-h200-purchases-china-govt-deliberating-terms-for-letting-local-tech-companies-buy-us-chips-while-still-growing-homegrown-semiconductors#main
- https://www.tomshardware.com
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Informational only. No financial advice. Do your own research.