NVIDIA claims a surge in orders from Chinese companies, and Beijing has urgently convened a meeting to discuss it. If approved, it will be a huge profit for NVIDIA!

Reuters cited sources, saying that after the White House approved the export of NVIDIA's high-end chip H200, demand from Chinese tech companies for this "special" AI chip suddenly surged, and NVIDIA is considering expanding production capacity.

At the same time, Beijing has urgently convened a meeting to assess whether to approve this potential large transaction. If finally given the green light, this deal would almost mean "a big profit" for NVIDIA.

It is reported that the US will allow NVIDIA to export its "second-top" AI chip H200, with an additional 25% fee. While strictly restricting the most advanced chips such as Blackwell, the US tries to maintain some commercial interests through "downgraded" products.

Although H200 is not NVIDIA's current strongest chip, compared to the previously banned H800, it has significant improvements in memory bandwidth and AI inference capabilities, which are sufficient to support the training and deployment of current mainstream large models. For Chinese enterprises struggling with computing power bottlenecks, this is like "a long-awaited rain after a drought."

However, according to multiple sources, relevant departments have already held an emergency meeting this week, specifically discussing whether to approve the import of H200.

The reasons are not difficult to understand — on one hand, Chinese companies indeed desperately need high-performance chips to drive AI development; on the other hand, large-scale procurement of American chips may impact the domestic semiconductor industry and pose supply chain security risks.

At present, domestic chip companies are developing vigorously, and quickly purchasing NVIDIA's chips will inevitably impact domestic chips. This is indeed a problem worth considering. Once the US changes its mind in the future, the domestic chip companies that have been developed with great effort may no longer be able to fill the gap.

Original article: toutiao.com/article/1851453571896332/

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