Dec. 13 at 12:19 PM
$NVDA 🇨🇳 AI Race Update: China's MIIT is set to approve H200 purchases for top hyperscalers (Alibaba, Tencent, ByteDance, Baidu, etc.). WHY? The performance gap is undeniable. Huawei's best chip, the Ascend 910C, is estimated to be ~30% slower than the H200 with significantly less memory (a MUST for training massive LLMs).
$BABA $TCEHY $BIDU https://asiatimes.com/2025/12/china-aims-for-twin-track-use-of-nvidia-h200-amid-back-door-fears/#:~:text=Some%20Chinese%20commentators%20have%20outlined,datasets%20and%20adjust%20model%20parameters.