Resumption of Nvidia H20 Chip Sales Is Not Good for China: Macquarie

Resumption of Nvidia H20 chip sales is not good for China: Macquarie

Eugene Hsiao of Macquarie Capital says AI 'has always been a priority' in China, and current reforms are targeting misplaced investment. He also discusses the global AI landscape, including China's hardware and software capabilities and implications of the resumption of Nvidia H20 chip sales to China.

Nvidia ordered 300K H20 chips from Taiwan Semiconductor last week - report (NVDA:NASDAQ)

Nvidia (NVDA) orders 300K H20 AI chips from TSM amid rising demand in China. Discover how U.S. export rules shape AI market dynamics.

NVIDIA Reportedly Places New H20 AI GPU Orders at TSMC, Signaling Efforts to Reignite China Revenue Stream After Several Months

Despite rumors of NVIDIA halting the production of H20 AI chips, it seems like new orders have been placed at TSMC, amid the strong demand coming from Chinese customers. NVIDIA's New H20 AI Orders Comes After Strong Chinese Demand, Enough For Several Quarters to Come NVIDIA seems to have gotten the "green signal" to sell chips in China and, more importantly, to re-open a vital revenue stream. The company recent announced that the Trump administr…

US experts oppose Nvidia H20 chip sales to China

A group of 20 national security experts wrote a letter to US Commerce Secretary Howard Lutnick to oppose Nvidia resuming sales of its H20 chip to China. The letter yesterday (28 July) stated the Trump administration’s decision to let Nvidia resume selling its H20 chips to China “represents a strategic misstep that endangers the United States’ economic and military edge” in AI. Nvidia reconfigured its high-end offerings for China following US exp…

10 Trending AI Stocks on Wall Street

The US has recently reversed its ban that restricted Nvidia from exporting its H20 chips to China, paving the way for China to move forward in the realm of artificial intelligence.