Nvidia, China, H20 Chip and Taiwan
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NVIDIA teases a win for its China business
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Nvidia Corporation's H20 GPU exports to China resume, unlocking billions in revenue and cash flow. Click for my updated look at NVDA stock after this news.
Jensen Huang, the chipmaker’s chief executive, is trying to balance his company’s interests as the United States and China compete for supremacy in artificial intelligence.
Wearing his iconic leather jacket, Huang walked into the sunny courtyard of the Mandarin Oriental hotel earlier than scheduled and took multiple questions.
Data center operators in China, which use Nvidia’s H20 chips to crunch data for various AI services, have been struggling to find a local alternative that is as good as the U.S. company’s chips.
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