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23.01.26 - 20:12
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Beijing Tells Alibaba, Tencent, ByteDance To Prepare Nvidia AI Chip Orders (ZeroHedge)
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Beijing Tells Alibaba, Tencent, ByteDance To Prepare Nvidia AI Chip Orders
Chinese regulators are nearing approval for Nvidia's H200 AI chips for top domestic tech firms, including Alibaba, Tencent, and ByteDance, signaling Beijing is moving closer to formally green-lighting imports of last-generation AI accelerators, according to a Bloomberg report.
Approval would represent a material bull catalyst for Nvidia stock and a major win for CEO Jensen Huang, who has stated that the China AI chip opportunity alone could generate up to $50 billion in revenue over the coming years.
This report is notable given Nvidia shares have recently stalled below the $200 level. Any resumption of H200 shipments to China would potentially reignite upside momentum.
The Bloomberg report noted:
The companies are now cleared to discuss specifics such as the amounts they would require, the people said, asking to remain unidentified discussing private talks.
The report did reveal one caveat:
Beijing will encourage comp...
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23.01.26 - 19:54
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AI Boom, Data Centers Could Lift 2026 Trade Says WTO | The Pulse 1/23 (Bloomberg)
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"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.
Today's guests: Hélène Landemore, Yale University Professor; Ngozi Okonjo-Iweala, WTO Director-General; Enoch Godongwana, South African Finance Minister; Samantha Cristoforetti, European Space Agency Astronaut. (Source: Bloomberg)...
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