Word on the street: Nvidia's H200 chips are now facing mandatory US security reviews before any shipments head to China. This export control tightening could reshape AI hardware supply chains and impact downstream tech sectors globally. Worth watching how this plays out for computational infrastructure markets.
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screenshot_gains
· 18h ago
Now the chip bottleneck has reached its limit; the supply chain will have to be reshuffled.
Word on the street: Nvidia's H200 chips are now facing mandatory US security reviews before any shipments head to China. This export control tightening could reshape AI hardware supply chains and impact downstream tech sectors globally. Worth watching how this plays out for computational infrastructure markets.