Amid a tense geopolitical climate and the ongoing "chip war," Nvidia has made a decisive move to maintain its position in the Chinese market. As reported by Reuters and Benzinga, the company has placed a massive order with its key partner, Taiwanese giant TSMC, for the production of 300,000 H20 chips. These chips are a specially adapted version of Nvidias flagship accelerators, designed to comply with U.S. export restrictions. This order is direct evidence of the colossal and unmet demand for AI computing power in China. For Nvidia, it is a way to continue doing business with Chinese tech giants like Alibaba, Baidu, and Tencent, who desperately need advanced hardware to train their large language models. This move highlights the flexibility of supply chains and the strategic importance of China as a market, even under the pressure of sanctions.
Nvidia Orders 300,000 H20 Chips from TSMC Amid Surging Demand from China
