BREAKING
First Nvidia H200 Chips Reach China
Only a 'Trivial' Quantity Shipped
0GB
HBM3e memory
0TB/s
bandwidth
0TFLOPS
FP8 Tensor
H200 vs H20 Processing Power
H2006.7
H201
Ambition vs Reality
Once Planned
Thousands of modules
Caps ~75,000 per customer
Alibaba, ByteDance, Tencent
Now Confirmedtrivial
Small shipment only
No volumes disclosed
Below prior scale
Impact Hinges on Approvals
AI NEWS BLITZ
The US has confirmed the first Nvidia H200 AI chips have shipped to Chinese customers under export licenses.