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China reportedly stockpiled US$12B worth of Nvidia H20 chips ahead of US ban
Ahead of the US government's early April export restrictions, Chinese tech giants ByteDance, Alibaba, and Tencent reportedly preemptively stockpiled up to one million units of Nvidia's H20 GPU, a chip custom-built for the Chinese market.
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Nvidia will likely capture the largest percentage of the exponential compute demand. Read why I think the AI world is ...
Nvidia misses $12B chip delivery target for ByteDance, Alibaba, and Tencent due to US export curbs on H20 AI processors.
The analyst sees export restrictions of advanced AI chips causing a marginal shortfall to Nvidia's revenue and earnings in the near term, but the recent dip in the stock, which shaved more than $300 ...
The U.S.'s policy goals may not be coherent, while China's own chip efforts and distributed AI training grow more capable.
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Nvidia (NASDAQ:NVDA) can’t seem to catch a break in 2025. The latest blow came last week, when the Trump administration ...
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