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@MarioNawfal

🇨🇳 CHINA RUSHES TO BUY NVIDIA AI CHIPS Nvidia is thinking about making more H200 AI chips because Chinese tech giants like Alibaba and ByteDance moved fast to buy them once the U.S. reopened the door on exports. The H200 is an extremely powerful AI chip made by Nvidia and built by TSMC, and right now it is the strongest option Chinese companies can legally access. The U.S. government said Nvidia can export the H200 to China but must pay a 25% fee for letting the chips leave the country. China’s government is uneasy because local chip makers still lag behind, and officials are debating rules like forcing buyers to bundle domestic chips. Nvidia also has limits since it is shifting to newer Blackwell and Rubin chips while competing with Google and others for scarce TSMC factory capacity. This is a global tech power struggle where AI performance matters more than politics, and China’s demand is way bigger than its supply. Source: Reuters

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