H200

also referred to as: h 200

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Feb 10, 2026 by Bill Bishop · said 5 times in 1 episodes since 2025 · across every show →

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brought up most by John Coogan (5)

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Everything said about H200, oldest first

Feb 10, 2026 neutral
Assertion Supported
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 …”
Bill Bishop Feb 10, 2026 ▶ 24:51 FULL INTERVIEW: Bill Bishop Thinks China’s Military is Still Deeply Corrupt
Mar 30, 2026 bullish
Prediction Open · timeframe Mar 2029
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.”
Tae Kim Mar 30, 2026 ▶ 10:08 FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race
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