At the moment, it’s still uncertain whether Beijing’s ban on the H200 is a permanent directive or just a temporary measure to get more out of negotiations with the U.S., especially as President Trump is set to visit Beijing in April. Nvidia CEO Jensen Huang is also set to visit China in late January, although it’s not yet known if he will get to meet senior Chinese officials to talk about the H200 situation.
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Jowi Morales is a tech enthusiast with years of experience working in the industry. He\u2019s been writing with several tech publications since 2021, where he\u2019s been interested in tech hardware and consumer electronics. ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-11/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } Jowi Morales Social Links Navigation Contributing Writer Jowi Morales is a tech enthusiast with years of experience working in the industry. He’s been writing with several tech publications since 2021, where he’s been interested in tech hardware and consumer electronics.
Zaranthos See, nobody likes the government telling them what they can and cannot do. Not in China, not in the USA, not anywhere. At the same time this is ironically funny. China saying we don't want or need no stinking Nvidia chips, we'll make our own. Meanwhile the people responsible for running the tech, and probably with the CCP breathing down their necks to win the AI race are like, umm we need more real compute… Reply
scottslayer I assume this is satire? The Chinese have been buying them black market in some capacity at every point. Reply
starmesh46277 Unfortunately all information presented is incorrect. China is not in a race with the US. China is ahead of the US. The US is a 3rd world country wearing a Gucci belt Reply
SpicyLlama starmesh46277 said: Unfortunately all information presented is incorrect. China is not in a race with the US. China is ahead of the US. The US is a 3rd world country wearing a Gucci belt China is a third world country wearing a fake Gucci belt that fell off the back of a truck. Glad we agree both nations ignore their poorer majority to satisfy the wealthy elites. Reply
phead128 H200s are banned because China's domestic AI solutions are just as competitive and China was to nuture their domestic options. CloudMatrix 384 AI cluster using Ascend 910C outperforms even "Blackwell" Ultra GB300 NVL72 clusters on a system-level performance basis, And the upcoming Ascend 950 cluster exceeds NVL 576 Rubin Ultra, Nvidia has planned for 2027. This is thanks to high-speed optical interconnects which allows you to string less capable chips together in cluster-basis, albeit at higher energy consumption cost. That's why China has banned H200s, because it's domestic options needs to be nutured. https://wccftech.com/huaweis-ascend-910c-ai-chip-cluster-expects-to-outperform-nvidias-gb200-nvl72-systems/ Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/chinese-companies-reportedly-considering-sourcing-h200-chips-from-the-black-market-as-chips-held-at-the-border-demand-for-nvidia-ai-gpus-remain-high-despite-political-uncertainty#main
- https://www.tomshardware.com
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Informational only. No financial advice. Do your own research.