Return of Nvidia H20 chip to China clears AI bottleneck: Morgan Stanley

Source: Tech – South China Morning PostThe sales resumption of Nvidia’s H20 chips in mainland China will clear a hardware bottleneck and boost the country’s ambitions in artificial intelligence despite lingering supply uncertainties about the highly sought-after processor, according to Morgan Stanley.
The lifting of US export restrictions on the H20 “removes a key near-term headwind” for China’s AI development, and AI spending by China’s major cloud service providers was set to increase by around 60 per cent to 380 billion yuan…Read More

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