"Nvidia is investigating whether it can increase production of its H200 AI chips after demand from China proved much higher than expected. This has been reported by sources to Reuters. Chinese technology companies are said to have shown massive interest in the chip in recent weeks, which is one of the most powerful AI accelerators currently available on the Chinese market."
"The potential increase in production follows a decision by the US government to allow Nvidia to export the H200 to China, subject to a 25 percent levy. This unexpectedly gave Chinese companies access to a chip that is significantly more powerful than the previously approved H20, a specially weakened version for China. For many Chinese parties, the H200 is currently the best-performing chip they can legally purchase."
Nvidia is investigating whether it can increase production of H200 AI chips after demand from China proved much higher than expected. Alibaba and ByteDance contacted Nvidia about large orders, making current production insufficient. The US government allowed exports of the H200 to China with a 25 percent levy, giving access to a significantly more powerful chip than the previously approved H20. Nvidia is exploring whether additional capacity can be freed up at TSMC while ensuring deliveries do not affect customers in the United States and other markets. Chinese government approval for imports remains pending amid concerns about protecting domestic chip producers and proposals to link H200 purchases to purchases of Chinese chips.
Read at Techzine Global
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