December 10th news, according to Reuters citing four informed sources, after U.S. President Donald Trump decided to allow the export of chip products to China, ByteDance and Alibaba (BABA) have contacted NVIDIA (NVDA) to discuss purchasing its high-performance H200 artificial intelligence chips.
Two sources said that if approved by Chinese regulatory authorities, the two companies plan to place large orders for NVIDIA's second most powerful AI chip. However, they still have concerns about supply capacity, with one source indicating that both companies are seeking further clarification from NVIDIA.
According to a report by Xinxi Bao on Wednesday, relevant agencies convened representatives from several companies including Alibaba, ByteDance, and Tencent Holdings to assess their demand for the H200.
Another two people familiar with NVIDIA's supply chain said that the current production of the H200 is very limited because the American chip giant has been focusing on its most advanced Blackwell and upcoming Rubin series chips.
The sources said that Chinese companies are very interested in the H200, as its artificial intelligence model training capabilities are currently unmatched by domestic alternatives, while domestic alternatives are more suitable for inference.
"The training of leading artificial intelligence models in China still relies on NVIDIA GPUs," said Zhang Yuchun, general manager of the cloud service provider Super Cloud Solutions and Ecological Department.
He added: I expect leading technology companies in China to purchase large quantities, although the approach will be relatively low-key. (Bianniu Shi, AI Press translation)
Original: toutiao.com/article/7582202566075826734/
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