NVIDIA’s re-entry in Chinese AI markets is a win for the company’s ‘zeroed’ market share, but the firm is now in a much weaker position, battling regulations and competition. Any regulatory approval to get back into China is an optimistic development for NVIDIA, but based on recent reports, it is evident that NVIDIA would now need to not only go through a ‘vigorous’ regulatory process, but also shift supply chain dynamics, to ensure that it gets ‘some’ of its H200 AI accelerators into China. There are multiple aspects to consider in this development, but the best way to segregate them […]
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