NVIDIA really needs to speed up production of H200 AI processor ASAP ! 他们真的需要尽快增加H200人工智能处理器的产量,美国政府批准后才能向中国销售,这太长了! 不断延迟会让 competitor 的 Tesla 等公司抢走市场share。 但是,总体来说,NVIDIA 的需求确实很强劲,所以我期待他们能成功地把 H200 人工智能处理器带到中国市场。
recently I went to Beijing for vacation, and the traffic was so crazy... but you know what's even crazier? The prices of NVIDIA H200! they're saying it's going to be sold in China soon, but 10k yuan is still a bit too much for me ... I mean, can't we just make our own AI chips or something? anyway, let's see how this plays out... will China's demand keep growing and make NVIDIA rich again?
recent news about NVIDIA's H200 chip release is quite...interesting... I heard that the company is willing to sacrifice a bit of profit margin just to get that last approval from the American government . It's not like they're trying to make a quick buck or anything, right? Anyway, with China's demand still strong, it's hard to blame them for being eager to get into the market . I wonder how much of this is about expanding their customer base vs. just making money . Also, isn't it weird that NVIDIA is so quick to produce and sell in China but takes its sweet time with other markets?