#Gate广场五月交易分享 #美批准中企采购英伟达H200芯片 The United States approves the sale of H200 chips to 10 Chinese companies including Alibaba, Tencent, and ByteDance, sources say: each buyer can purchase up to 75,000 chips
According to the Science and Technology Daily on May 15, citing multiple foreign media reports, the U.S. Department of Commerce has approved the export of Nvidia's H200 chips to 10 Chinese companies including Alibaba, Tencent, ByteDance, and JD.com.
Sources say each buyer can purchase up to 75,000 chips. However, despite the sale plan being approved, no transactions have been completed so far.
Before the U.S. implemented export controls, Nvidia held 95% of China's advanced chip market, and the Chinese market once accounted for 13% of Nvidia's global revenue. Nvidia CEO Jensen Huang estimates that the AI chip market in China will reach $50 billion this year. Huang has stated that U.S. export controls are weakening Nvidia's market position in China, and its market share in AI chips there has effectively dropped to zero.
Reports indicate that Chinese domestic chip companies are rapidly filling the market gap left by Nvidia. Tencent's Chief Strategy Officer James Mitchell said that the supply of GPU chips designed in China will gradually increase this year. An executive from Alibaba recently revealed that the company's self-developed GPU chips have achieved mass production, and they can sell chips and servers to other companies building data centers.
According to the Science and Technology Daily on May 15, citing multiple foreign media reports, the U.S. Department of Commerce has approved the export of Nvidia's H200 chips to 10 Chinese companies including Alibaba, Tencent, ByteDance, and JD.com.
Sources say each buyer can purchase up to 75,000 chips. However, despite the sale plan being approved, no transactions have been completed so far.
Before the U.S. implemented export controls, Nvidia held 95% of China's advanced chip market, and the Chinese market once accounted for 13% of Nvidia's global revenue. Nvidia CEO Jensen Huang estimates that the AI chip market in China will reach $50 billion this year. Huang has stated that U.S. export controls are weakening Nvidia's market position in China, and its market share in AI chips there has effectively dropped to zero.
Reports indicate that Chinese domestic chip companies are rapidly filling the market gap left by Nvidia. Tencent's Chief Strategy Officer James Mitchell said that the supply of GPU chips designed in China will gradually increase this year. An executive from Alibaba recently revealed that the company's self-developed GPU chips have achieved mass production, and they can sell chips and servers to other companies building data centers.
