H200
product on 4 shows · 6 statements across 5 episodes · said 5 times in 1 episodes since 2025
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6 statements about H200, every show
Kim: Nvidia's US-China regulatory approvals will drive billions in H200 orders
“And one thing that kind of went under the radar, Jensen literally said at GTC they got license approvals on both the U.S. And China side, so we're gonna see billions of dollars of H 200 orders.”
Bishop: State Department blocks Commerce-approved NVIDIA H200 sales to China
“What's interesting, right, I think it was the Financial Times reported last week that even though, ah, like, the Department of Commerce has signed off on the licenses to sell to China the H 200, that the Department of State, or the State Department, which has …”
Patel: Chinese local governments, not national, banned Nvidia's H20 and H200
“But as far as I understand, the national government has not banned Nvidia's H-twenty or H-two hundred, but the local ones have. Right. A lot of local ones have said, no, you know, you must use China manufactured chips.”
Jessica Lessin: US permitted Nvidia H200 China sales with government cut
“The H 200, Trump allowed it to be sold to China, but there's this big question of will Chinese companies buy it? He, of course, is gonna, the US government is gonna take a percentage of the sales.”
Lessin: China Instructed Tech Industry Not to Buy Nvidia H200 Chips
“Overnight breaking from the information China has said to its tech industry, no H 200. You may not buy H 200.”
Big Tech cannot cut AI CapEx due to catastrophic FOMO risk
“I think that it won't be so easy also for, as I noted, for all these companies to pull back spend because they've already committed to buying X number of H. 200 chips, and then soon enough, we'll get the next iteration, you know, announced down the road, and s…”