Looks like the US is greenlighting Nvidia's H200 chip exports to China. This policy shift could be a game-changer for the AI hardware race. If restrictions ease up, we might see serious demand flowing back. Nvidia's already positioned strong, and this could pump their numbers even harder. Market's probably pricing this in already, but the ripple effects on compute infrastructure could run deeper than most think.
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
20 Likes
Reward
20
8
Repost
Share
Comment
0/400
AirdropATM
· 7h ago
NVDA is really about to take off. The easing of chip bans has probably already been fully priced in by Wall Street.
View OriginalReply0
faded_wojak.eth
· 18h ago
ngl this h200 export thing feels like a trap tbh... nvidia moon incoming but china's probably got backdoor plays we're not seeing yet
Reply0
MetaEggplant
· 12-08 23:04
ngl this h200 export thing is wild... china's gonna go crazy for these lol
Reply0
HappyToBeDumped
· 12-08 23:04
Ha, now Nvidia is really about to take off.
View OriginalReply0
HallucinationGrower
· 12-08 23:04
Damn, finally loosened up. Now Nvidia is going to take off again.
View OriginalReply0
ServantOfSatoshi
· 12-08 23:03
NGL, if this really opens up, Nvidia will probably skyrocket, but don't forget that geopolitics can turn hostile at any moment...
View OriginalReply0
OnlyUpOnly
· 12-08 23:03
ngl if h200s really flood into china, nvda's gonna print money like crazy... but nobody talking about how this breaks the whole geopolitical playbook lol
Reply0
TokenDustCollector
· 12-08 22:57
ngl this policy change came a bit suddenly... nvidia might really take off this time
Looks like the US is greenlighting Nvidia's H200 chip exports to China. This policy shift could be a game-changer for the AI hardware race. If restrictions ease up, we might see serious demand flowing back. Nvidia's already positioned strong, and this could pump their numbers even harder. Market's probably pricing this in already, but the ripple effects on compute infrastructure could run deeper than most think.