Exclusive-US clears H200 chip sales to 10 China firms as Nvidia CEO looks for breakthrough
https://finance.yahoo.com/sectors/technology/articles/exclusive-us-clears-h200-chip-054811034.html
Posted by Useful_Tangerine4340
Exclusive-US clears H200 chip sales to 10 China firms as Nvidia CEO looks for breakthrough
https://finance.yahoo.com/sectors/technology/articles/exclusive-us-clears-h200-chip-054811034.html
Posted by Useful_Tangerine4340
8 Comments
Nice Timing by Druckenmiller as well.
[https://www.ibtimes.co.uk/stanley-druckenmiller-strategic-stock-picks-1796785](https://www.ibtimes.co.uk/stanley-druckenmiller-strategic-stock-picks-1796785)
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Skymizer built software to run inference for 1/10th the energy cost and 1/10 the hardware cost. Get out of chip stocks while you still can. Hundreds of billions in Revenue forecast for MU, SK Hynix, NVIDIA bank on Inference cost. High Bandwidth Memory demand is going to flop and be replaced by cheap 28nm commodity chips that anyone can produce.
China will buy a few and then ban future sales
People still use hopper chips?
I thought this was a 1960s-level arms race? Though that was before my time so maybe we were shipping missile parts to the Soviets back in the day?
How are we feeling about NVDA 5/20 Earnings paired with this? To me seems incredibly bullish combo if earnings beat expectations as well. Could be a face ripping ascent.
We literally just ran this exact script twice at the end of 2025. It ends in China not allowing their companies to buy it and the stock market forgetting it pumped off the original news.