Chinese technology giants just discarded NVIDIA (Nasdaq: NVDA) A massive confidentiality vote and a windfall of $ 16 billion. In just three months, Bytedance, Alibaba Group (NYSE: BABA), and Tencent Holdings (Tcehy) have placed orders of several billion dollars for NVIDIA H20 server chips The most legally available AI processors in China according to American export rules. The demand is fueled by an increase in low -cost AI models of rising players like Deepseek. But with OEMs like H3C warning imminent shortages, these loose orders feel less like a strategy and more a full -fledged land for rare AI infrastructures.
These are not just chips. It is a question of controlling the next computer border. While Washington threatens new prices of 25% on imports of semiconductors and maintains its narrow grip on export restrictions, Nvidia puts on a geopolitical needle. CEO Jensen Huang has minimized short-term risks, but has confirmed that the company is considering a change in long-term production in the United States, China remains a critical market of more than $ 17 billion in revenues last year and these aggressive flea orders show even more than Chinese companies run to secure their contracts on the AI before the door is not even lit.
Meanwhile, in the United States, the scope of Nvidia continues to extend. Apple (Nasdaq: AAPPL) Rumors would have placed an $ 1 billion order for the GB 300 NVL72 AI Systemstechnology of the company also supported by Alibaba. With the American and Chinese giants leaning hard on Nvidia’s equipment, the message is clear: the Ai breed does not slow down and Nvidia always holds the card.
This article appeared for the first time on Gurufocus.