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China’s Insatiable Appetite for Nvidia’s H200 AI Chips
Nvidia CEO Jensen Huang stated that demand for H200 AI chips in China is “very high,” following potential U.S. export approval. The company has reactivated its supply chain and is finalizing export license details. These chips are crucial for AI development, and the Chinese market holds significant potential for Nvidia. Huang anticipates sales will be incremental to existing forecasts, with China’s regulatory approval likely indicated by purchase orders rather than formal announcements.
