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China Faces $2.5B AI Chip Supply Gap

CNBC on MSN · 5d

Nvidia says it will resume H20 AI chip sales to China 'soon,' following U.S. government assurances

Nvidia says it is filing applications to with the U.S. government to resume sales of its H20 GPU to China, in what could represent a huge policy win.

EconoTimes · 14h

China Faces $2.5B AI Chip Supply Gap Despite Nvidia’s Return

Chinas booming artificial intelligence sector is set to demand $39.5 billion worth of AI chips in 2025, yet supply is forecast to fall short at $37 billion, creating a $2.5 billion gap, according to Bernstein

The Motley Fool on MSN · 5d

Nvidia's Stock Looks Set to Soar on Resumption of H20 AI Chip Sales to China

Nvidia stock's surge looks poised to accelerate because investors' biggest concern about the company -- losing the Chinese data center AI chip market -- is now a non-issue.

H20 back online in China — IC design houses, cloud AI chipmakers breathe sigh of relief

The Trump administration's decision to allow Nvidia's H20 chips back into China has triggered a surge of urgent orders from ...

NVIDIA's new B30 AI GPU for China expected to have significant demand, 75% as fast as the H20

NVIDIA's upcoming China-specific B30 AI GPU has estimated 75% of the performance of H20, with demand for B30 'significant' ...

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