Nvidia in a Dilemma: Supply Shortages in China's Comeback of H20 Chips
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Nvidia is facing abrupt headwinds in its re-entry into the Chinese market. After the Trump administration recently promised to grant export licenses for certain AI chips, Nvidia intended to quickly start supplying Chinese customers such as Alibaba and ByteDance. However, the reality looks different: the inventory of H20 GPUs is tight – and new production is nowhere in sight. This is reported by "The Information," citing internal sources. Production capacities allocated elsewhere The background of the bottlenecks is the decision to allocate...
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