Sources: China approved its first batch of Nvidia H200 imports, covering 400K+ chips for ByteDance, Alibaba, and Tencent, during Jensen Huang's visit to China
China has approved its first batch of Nvidia's H200 artificial intelligence chips for import, two people familiar with the matter told Reuters …
Reuters
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Discussion
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@chrisrmcguire
Chris McGuire
on x
Beijing approved H200 sales to Alibaba, Tencent, and ByteDance. Not at all surprising given how badly China needs these chips. Hard to see how Commerce could approve these sales, given these companies have ties to Chinese security services and US shortages of AI compute and HBM.
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@youjiacheng
You Jiacheng
on x
money problem is more severe than GPUs problem in China. OpenAI burnt like 200B RMB in 2025, while Kimi proudly talked about they have 10B RMB cash...
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@teortaxestex
@teortaxestex
on x
> China will solve GPUs before the US solves energy I think people are a bit confused on this front. The US will *not* hit the energy bottleneck for AI until very late in the game, if ever. Energy-wise, Speciale RL (≈300K H800-hours) cost like 262 MWh (assuming mediocre PUE),