2026-01-06 10:22:52

NVIDIA's leadership recently confirmed that market appetite for H200 chips across China remains robust. The company has formally submitted applications for export permits and is currently awaiting regulatory approval. This development carries significance for the broader AI compute and infrastructure sectors, particularly as demand for advanced processing power continues to surge globally. The licensing review process underscores the complex landscape of semiconductor trade dynamics and cross-border technology policies. Market participants are closely monitoring whether these approvals will proceed, given their potential implications for data center deployment and computational capabilities in major markets.

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LiquidityHunter

· 01-09 07:52

Wait, what's the current price difference in the H200 supply chain? Is there any arbitrage opportunity to mine?

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Layer2Observer

· 01-07 22:12

Let's take a look at the data. The license approval process has been dragging on long enough, and whether it's due to technical regulation or simply political games remains to be further verified. H200 has indeed strong demand domestically, but the key question is—will it be approved or not? This involves not only the chip itself but also the control over the entire supply chain.

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OneBlockAtATime

· 01-06 10:51

Waiting for approval? Probably doomed; this isn't that simple.

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AirdropBlackHole

· 01-06 10:50

Waiting for approval? This tug-of-war has to continue anyway. After all, chips are a matter of political economy—whoever has more chips gets to speak and count.

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GasFeeAssassin