Nvidia Bullish on H200 Chip Demand in China

20 days ago

"Reuters reported that Nvidia sounds out TSMC on new H200 chip demand. So, it's telling us right now we're hearing reports that the demand for H200 in China is insane. And to me, this is extremely, extremely bullish news. Now, on the negative side, we still have to see what China does – are they going to accept these chips or push for domestic AI chips? In my opinion, I think China's going to take them easily because they need these chips to continue developing in the AI market."

The speaker highlights robust demand for Nvidia's H200 chip in China and interprets the news as extremely bullish. Despite potential regulatory or market acceptance concerns in China, the expectation is that ongoing AI market growth will drive chip adoption, reinforcing Nvidia's long-term leadership.

Related Stocks