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China approved the purchase of roughly 400,000 H200 chips which is a huge win for Nvidia. It is a little funny how at the end of last year China tried to say ehhhh we don't need them and we don't trust them only to realize that they are significantly ahead of what China can produce domestically. Chinese companies have a need of 2 million GPUs and given how domestically the country is having a huge issue with wafer yield rates something that the US and Taiwan have refined in their decades of wafer production.

@Solomonsatoshi

Rare earths for chips huh

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Esp. with USA Rare Earth coming online in the next couple of months.

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0 sats \ 1 reply \ @brave 28 Jan

Watch how fast China AI space grows with this chips import

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I mean everywhere it is blowing up at crazy rates. I will give China credit they have done a lot I am not sure if this changes to much for them though because of the sheer number they need and the processes that have to be done from the US and Chinese government.

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