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CITIC Securities: Potential Breakthrough in Domestic Computing Power with NVIDIA's H20 Sales Resumption
1 day ago /
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Author：小编
A research report by CITIC Securities highlights that NVIDIA has applied for the resumption of H20 chip sales to China and has received a commitment from the U.S. government to grant the necessary license. This development is anticipated to ignite a surge in capital expenditures (Capex) by domestic internet clients, favorably impacting companies within the H20-related supply chain. Furthermore, given the existing performance disparity between domestic chips, the introduction of H20 is poised to expedite the chip iteration process for domestic manufacturers, solidifying the trajectory towards domestic substitution.
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