3 days ago · it

Nvidia weighs expanding H200 production as new China orders rush in, report claims — ByteDance and Alibaba listed as suitors for 'large orders' in the wake of sanctions lift

Nvidia is evaluating whether to increase production of its H200 data center GPUs after demand from Chinese customers is expected to exceed current supply....

5 days ago · it

China holds 'emergency meetings' to discuss Nvidia H200 purchases following export rule change, report claims — ByteDance, Tencent, and Alibaba asked to assess demand

China convened emergency meetings with its largest technology companies on Wednesday to assess how many of Nvidia’s H200 accelerators they intend to buy....