#AI Jensen Huang just lifted the ban and turned against them! According to explosive news from The Information, Nvidia has secretly notified Chinese customers: H20 chip inventory is in critical condition and will never be produced again. This blow directly strikes the largest AI computing power market in Asia and will trigger a tsunami in the crypto world—mining machine upgrade paths are cut off, computing power costs soar, and domestic replacement tokens are about to rocket!

Policy sudden change: Nvidia's 'release trap' triggers a computing power crisis.

In April, the Trump administration's ban instantly froze the export of Nvidia H20 chips to China, leading to the evaporation of $5.5 billion worth of orders, and TSMC's production line urgently canceled orders. Three months later, Jensen Huang made a high-profile visit to China, and after negotiations at the White House, he declared 'H20 supply will resume,' causing Nasdaq to surge, and Chinese AI stocks to celebrate.

The truth is a deadly smokescreen! Internal news reveals: Nvidia's inventory is only enough to fulfill existing orders, and the production line is permanently shut down. This move is actually to clear stock and cut losses, as the new Blackwell architecture models (B30/B40) are the future main force, but their performance is cut back and shipping is delayed until September. Even worse, Chinese internet giants have already seen through this—ByteDance publicly refused to buy H20, Tencent turned to Huawei's Ascend 910D, and orders for Cambricon have surged!

Crypto alarm bells ring: Ethereum mining machines and AI training nodes relying on Nvidia chips face 'no chips available,' and computing power rental prices are about to skyrocket!

2. Crypto explosion: Supply chain disruptions in computing power trigger massive fluctuations in coin prices, and these tokens will see bloodshed.

Historical data reveals a brutal rule: Chip = Computing Power = Lifeline of Coin Price!

On the day of the April ban, AGIX plummeted by 5.2%, and FET crashed by 4.8%, with large-scale sell-offs increasing by 30%.

The supply cut of mining machine chips forces the overall network hash rate to decline, and Ethereum mining profits shrink by over 50% (refer to the 2023 A800 mining machine monthly rental price halving).

Now H20 is completely cut off, and three major disaster chains are exploding:

Miner exodus: Old mining machines cannot be upgraded, and electricity costs have breached the breakeven point.

The computing power war intensifies: Chinese-funded mining farms scramble to purchase Huawei's Ascend 910D, while European and American giants monopolize the Blackwell chip.

Staking token flash crash: Centralized cloud computing platforms (like AKT, RNDR) face customer loss, staking APY is halved.

Emergency blacklist: Render (RNDR), Akash (AKT), SingularityNET (AGIX) face intensified short-term selling pressure, holders should immediately initiate hedging!

3. Counterattack: Domestic replacement chains are stirring up a wave of wealth, with 3x speculative coins gathering strength.

Huawei's Ascend 910D chip has entered the battlefield! 62% of China's computing power rental market demand comes from internet giants, and Huawei has secured 70% of replacement orders.

These three major domestic computing power tokens will start a main rising wave:

****LPT (Livepeer)**: Leading decentralized video transcoding platform, integrating Ascend chip computing power pool, Q2 trading volume surged by 42%.

PHB (Phoenix): Huawei's AI ecosystem partner, deploying 100,000 Ascend cards to create an 'East Asia computing power dark web.'

****ICP (Internet Computer)**: Jointly building an AI subnet with the Chinese Academy of Sciences, with a 300% increase in TVL in 90 days.

Even crazier is that computing power rental prices are rebounding from the bottom! The monthly rental price for H20 servers has dropped to 25,000 yuan (a 17% decrease from the peak), and after the supply cut, supply and demand have reversed, violently rebounding to over 40,000 yuan before the end of the year! Early investors are set to earn double profits!

Analysis by Lao Zhu:

Simply put: Nvidia secretly told Chinese buyers—once the stock of H20 chips is sold out, the production line is directly shut down! This chip was originally the strongest AI graphics card allowed to be sold to China by the U.S., but it was banned by the Biden administration in April, and once the inventory is emptied, it will be completely done for.

This situation is like a hot pot restaurant owner saying 'beef is half price'; when you rush in, he shouts 'only two plates left, then we're closing!'

Real case: I know a miner named Lao Li, who hoarded 500 H20 mining machines at the beginning of the year waiting for upgrades, but now he's completely dumbfounded—new machines are unavailable, old machines can't mine, and he can't even recover the electricity costs!

Impact on the crypto world: Your coins may suddenly crash!

Don't think it's just the tech circle watching; GPUs are the miners' shovels, how can you mine if the shovel breaks?

Mining machines paralyzed: Nvidia H20 is the 'heart' of many Ethereum mining machines and AI computing platforms; after the supply disruption, new machines become rare, and an old machine scrapping wave is coming.

Rising computing power prices: The GPU shortage will inevitably drive up computing power rental prices (refer to last year's A100 out-of-stock situation where a certain platform's monthly rent skyrocketed by 3 times)

Token stampede: On the day of the April ban, RNDR, AGIX and other computing power tokens collectively crashed; this time it will be even harsher!

Interested friends can pay attention: $RNDR short | $LPT $PHB long.

There are no saviors in the crypto world, but information gaps are like printing presses. Follow me, and I'll help you overturn your cognitive biases!