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US Allows 10 Chinese Firms to Buy Nvidia H200 Chips
The US has authorized about 10 Chinese companies, including Alibaba, Tencent, and ByteDance, to purchase up to 75,000 Nvidia H200 chips each under US licensing rules.
These chips are critical for AI development, but China has imposed restrictions on buying foreign hardware since January and plans to continue supporting its emerging domestic production.
China sees the US move as a way to control its main competitor by limiting chip supply to maintain Nvidia's influence and revenue without ceding full technological advantage.
The AI race is no longer just about models but about controlling supply chains.
#Macro Insights#
The US has authorized about 10 Chinese companies, including Alibaba, Tencent, and ByteDance, to purchase up to 75,000 Nvidia H200 chips each under US licensing rules.
These chips are critical for AI development, but China has imposed restrictions on buying foreign hardware since January and plans to continue supporting its emerging domestic production.
China sees the US move as a way to control its main competitor by limiting chip supply to maintain Nvidia's influence and revenue without ceding full technological advantage.
The AI race is no longer just about models but about controlling supply chains.
#Macro Insights#
$BTC lagi pumping setelah Trump bilang bahwa Xi mau melihat Selat Hormuz terbuka.
Dia juga bilang bahwa China tidak akan memberikan peralatan militer ke Iran.
Dia juga bilang bahwa China tidak akan memberikan peralatan militer ke Iran.
$PENDLE mengalami rally gila dalam beberapa hari terakhir.
Tapi sekarang telah mencapai level resistance kunci, jadi mungkin saatnya untuk lebih hati-hati.
Tapi sekarang telah mencapai level resistance kunci, jadi mungkin saatnya untuk lebih hati-hati.
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