L.Lim
12-25 09:57

Reading the news, it seemed like the Chinese government was trying to prevent h200 chip sales from properly happening, in part to avoid reliance on nvidia (and western companies as a whole) and in part to encourage their local manufacturers to produce something competitive enough.

Unsurprising considering China has seen how volatile the US president is and they themselves like to string their trade partners up high and dry to get their way.

It is absolutely terrible that countries do not play nice and hse trade between one another as a cudgel to whack one another to get whatever they want. This only serves to cut efficiency of using resources and serves to fragment the world.

I am curious if nvda has had any expression of interest by China companies, or are they simply believing in their own hype and that the companies will for sure order their AI chips because they are nvda and they are the goliath if the western world.

H200 China Sales Near Confirmation: Can Nvidia's Rally Last?
Plans to sell the H200 to the Chinese market are now largely confirmed. NVIDIA has informed Chinese clients that it plans to begin delivering H200 chips around mid-February 2026. Total shipments are expected to reach 5,000–10,000 module sets, equivalent to roughly 40,000–80,000 H200 chips. NVIDIA shares rose 3% yesterday. With H200 sales acting as a catalyst, can this rebound be sustained? At current levels, is NVIDIA undervalued or already overvalued?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment