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Letting NVIDIA sell H200 chips to China is even worse that it looks on first glance.
Given inelastic supply conditions, the critical inputs for producing H200s (such as high-bandwidth memory) could have been used to produce even more powerful chips for US customers.
So our labs
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由
Alec Stapp
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Letting NVIDIA sell H200 chips to China is even worse that it looks on first glance.
Given inelastic supply conditions, the critical inputs for producing H200s (such as high-bandwidth memory) could have been used to produce even more powerful chips for US customers.
So our labs and hyperscalers lose out on even more compute than China gains.
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