Nvidia weighs expanding H200 production as new China orders rush in, report claims β ByteDance and Alibaba listed as suitors for 'large orders' in the wake of sanctions lift
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Verdict: Nvidia is considering boosting H200 production to meet surging demand from Chinese tech giants like ByteDance and Alibaba following eased sanctions.
β‘ Quick Hits
- Nvidia may increase H200 production.
- Demand is driven by Chinese firms.
- Sanctions relief spurred new orders.
Nvidia is reportedly assessing the feasibility of expanding production for its H200 data center GPUs. This consideration comes as demand from Chinese clients is projected to outstrip the existing supply. ByteDance and Alibaba are among the companies reportedly placing significant orders, spurred by the recent relaxation of sanctions. The increased demand highlights the importance of Nvidia's high-performance GPUs in the Chinese market and the potential impact of regulatory changes on global supply chains.
*Source Intel: Read Original*