Most of the H200s destined for China have reportedly been ordered by large tech companies. Nvidia plans to fulfill the first ...
Financial terms for the new exports reveal a revenue stream for both Nvidia and the U.S. Treasury. Chinese clients are being ...
Federal law enforcement has dismantled a sophisticated international smuggling operation that illegally exported over $160 ...
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The US just allowed China to get Nvidia H200 chips and also broke up a $160 million smuggling operation for the chips
The realm of international corporate smuggling and espionage is one that I tend to forget exists, sitting here in relatively small-town England, doing normal things like a normal person. But that ...
Nvidia's H200 GPU is set to reshape China's high-end AI computing market, driving a surge of activity among domestic chipmakers. Chinese GPU and computing firms are mobilizing across the board, ...
The move introduces fresh uncertainty into an already constrained GPU market, forcing buyers to rethink both their timelines and their broader procurement plans for upcoming data-center upgrades. The ...
Nvidia (NVDA), AMD (AMD) and Intel (INTC) shares rose in extended trading on Monday after President Trump said he had approved the sale of Nvidia's H200 GPUs to China. “I have informed President Xi, ...
Using prior $2B–$5B H20 upside guidance as a baseline, I model H200 net upside of roughly $3.75B–$15B if Nvidia Corporation absorbs the full fee. If NVDA splits the 25% fee with Chinese hyperscalers ...
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