Interconnected β’ 293 implied HN points β’ 29 Jul 25
- The export control debate about Nvidia's H20 chip is complicated because both sides use the same evidence to argue their points. It shows that the argument is not fully addressing the real concerns.
- Chinese tech companies are placing large orders for these H20 chips, but they fear getting too reliant on Nvidia's products instead of developing their own. This means they want to ensure they have various options.
- Interestingly, many Chinese companies also dislike Huawei, as they donβt want to be stuck with a single supplier. They are looking for better choices in the tech landscape.