$NVIDIA(NVDA.US)
NVIDIA H20 Relaunch in China - Impact on NVDA?
Key Debates:
⚡️ Performance (15% of H100) vs CUDA ecosystem
🇺🇸 Politics: Temporary relief or real opening?
🇨🇳 Huawei Ascend 910D samples testing → H100 rival?
Discuss:
• Can H20 margins cover R&D?
• Ascend 910C cost/MoE efficiency?
• Will NVIDIA reclaim 70% China share?
(Based on data: 1.5M China CUDA devs, $5.5B loss provision, 40% localization mandate by 2026)
👇 Vote + Comment to dissect $100B chess game!
H20 Back in China: NVDA Win?
Single Choice
- 🟢 $17B market rebound75%
- 🟡 China chips took 50% share25%
- 🔴 New US curbs coming?0%
- 🔵 CUDA moat unbreakable0%
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