🚨 600,000 NVIDIA H200 chips are stacked up in Hong Kong! It’s not that nobody wants to buy them—it’s just not so easy to get them into mainland China!
According to Reuters, around 600,000 NVIDIA H200 AI chips are currently being stored in Hong Kong, waiting to be shipped to mainland China, but the relevant large-scale import permits have not yet been approved.
Although some chips have previously been approved for entry into the mainland, with several major internet companies each receiving around 10,000, there’s still a long way to go before restrictions are fully lifted.
Even more astonishing is the price!
💰 As of the end of October, a server equipped with eight H200 chips was already priced at over 6 million yuan—three times its price a year ago!
Switch to NVIDIA Blackwell chips, and a single server can cost over 20 million yuan!
What’s most worth paying attention to here isn’t just how expensive the chips are, but that computing power is becoming a scarce resource.
The US restricts exports, domestic companies scramble for computing power, and chip prices naturally skyrocket.
Put simply, the AI race is no longer just about whose models are smarter—it’s increasingly about who has more computing power at their disposal.
🔥 Whoever gets the chips could gain an edge in the next round of AI competition!$NVDA $SNDK $MU
According to Reuters, around 600,000 NVIDIA H200 AI chips are currently being stored in Hong Kong, waiting to be shipped to mainland China, but the relevant large-scale import permits have not yet been approved.
Although some chips have previously been approved for entry into the mainland, with several major internet companies each receiving around 10,000, there’s still a long way to go before restrictions are fully lifted.
Even more astonishing is the price!
💰 As of the end of October, a server equipped with eight H200 chips was already priced at over 6 million yuan—three times its price a year ago!
Switch to NVIDIA Blackwell chips, and a single server can cost over 20 million yuan!
What’s most worth paying attention to here isn’t just how expensive the chips are, but that computing power is becoming a scarce resource.
The US restricts exports, domestic companies scramble for computing power, and chip prices naturally skyrocket.
Put simply, the AI race is no longer just about whose models are smarter—it’s increasingly about who has more computing power at their disposal.
🔥 Whoever gets the chips could gain an edge in the next round of AI competition!$NVDA $SNDK $MU
