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r/babar/baba· u/BaBaBuyey· 28d agoNews 9

Trump Clears Nvidia H200 Sales To Alibaba, Tencent And 8 Others, But Beijing Halts Deliveries

Investor summaryNeutral

US approves Nvidia H200 sales to Alibaba and Tencent, but China halts the deliveries.

Bear points
  • China halts the delivery of approved Nvidia H200 chips, blocking access to advanced AI compute.
  • Geopolitical tensions continue to disrupt supply chains for Chinese tech giants.
BABA0700.HKNVDA半导体AI 资本开支
Post body

https://finance.yahoo.com/sectors/technology/articles/trump-clears-nvidia-h200-sales-193006781.html

Discussion · top comments9 selected
u/Book_Justice 6· 28d ago

I agree with Jensen and other experts in the camp who said that it was bad for USA for stopping the sales of chips to China as it would only advance China capabilities in the long run.

There is a saying: “To destroy a man, give him everything he wants.”

u/Ok_Bother_687 3· 28d ago

I’m not sure how to feel about this? It’s simultaneously good and bad news?

u/BaBaBuyey 0· 28d ago

While Xi is there it’s always been

u/CPA-CA 1· 27d ago

China better fucking have something up their sleeve, otherwise they are literally artificially suppressing their own stocks, which I don't get why.

u/Dish_Melodic 1· 27d ago

That is a slap on the face.

u/Potential_Section691 1· 28d ago

Interesting. This is the old story about the stalemate before the summit in Beijing.

u/BaBaBuyey 1· 28d ago

This is it?!?

u/Weikoko 2· 28d ago

Yep

u/BaBaBuyey 1· 28d ago

Like finally yep?!? Xi involved…?!?