Nvidia CEO Jensen Huang said the company has been licensed to sell H200 units to “many customers in China” and is restarting manufacturing. Resumed China shipments for the H200 AI accelerator improves near-term revenue and supply visibility for Nvidia and could move the stock and related chip suppliers modestly.
Nvidia CEO Jensen Huang said the company has been licensed to sell H200 units to “many customers in China” and is restarting manufacturing. Resumed China shipments for the H200 AI accelerator improves near-term revenue and supply visibility for Nvidia and could move the stock and related chip suppliers modestly.
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mildly positive
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