NVIDIA Strong China Demand for H200 Chips

Demand from China for NVIDIA’s H200 AI chips remains strong. According to Jensen Huang, the company has already applied for export licenses, which are currently under review.

This matters because it shows AI infrastructure demand isn’t slowing even amid regulatory pressure. If approvals come through, it reinforces NVIDIA’s position as the backbone of global AI compute, not just a U.S.-centric story.

Thought: When demand survives regulation, it usually isn’t cyclical it’s structural.

#NVIDIA #AI #Market_Update $AI

#Write2Earn #WriteToEarnUpgrade

AI

--

--