🚨 JUST IN: Nvidia H200 is heading to China! 🚀
A landmark policy reversal as the U.S. reportedly clears the export of Nvidia’s H200 AI chips to approved customers in China. This is a colossal win for NVDA's revenue and a seismic shift for global AI development.
What it means:
Market Re-entry: Billions in revenue secured for Nvidia.
China AI Turbocharged: Immediate, high-end compute for LLMs.
Strategic Balance: US aims to lead the market while containing the most cutting-edge tech (Blackwell/Rubin remain restricted).
The global AI hardware race just got hotter. This is the new era of Strategic Interdependence.
