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Nvidia's H20 chip orders jump as Chinese firms adopt DeepSeek's AI models
- aurareturn 2y agohttps://archive.ph/jQ3TO https://archive.ph/jQ3TO
- 7e 2y agoWhy isn’t the H20 under export control?
- nobankai 2y agoSpecifically because it was designed to comply with compute sanctions.
- aurareturn 2y agoMy previous speculation on events that will move Nvidia's stock in the next 6 months: https://news.ycombinator.com/item?id=42883218 https://news.ycombinator.com/item?id=42883218 tldr: I expected Chinese firms to have put in huge Nvidia orders ASAP before Trump's buddies convince him of a full Nvidia ban in China.
- _t9ow 2y ago> Trump's buddies convince him of a full Nvidia ban in China. Or Jensen Huang manages to bribe Trump to remove the export ban. We'll see.