BREAKING
China to Allow Limited H200 Buys
0
chip cap
0
+
original orders
From Ban to Rationed Approval
1
US export curbs since 2022
↓
2
China favors domestic chips
↓
3
Training gaps appear
↓
4
Limited H200 approvals
0
GB
HBM3e memory
0
TB/s
bandwidth
0
%
memory vs H100
Two Views on the Reversal
US dependence
View A
●
No substitute for training
●
CUDA edge remains
Self-sufficiency
View B
●
Tight ration-like cap
●
Domestic chips for inference
Training on Nvidia, Inference at Home
AI NEWS BLITZ
China is set to let Alibaba, ByteDance and DeepSeek buy Nvidia's H200 chips.