NVIDIA H200's Smooth Path to China: A Detour on the Road to Innovation
Analysis
Key Takeaways
- •NVIDIA's H200 AI chip, approved for sale in China, faces a temporary customs hurdle.
- •Suppliers of essential components, like printed circuit boards, have paused production as a precautionary measure.
- •This situation highlights the intricacies of global supply chains and trade regulations within the AI sector.
“Suppliers of key components are temporarily halting production.”