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Potential Nvidia chip shortage looms as Chinese customers rush to beat US sales ban
There was a surge in demand for the H20 following the arrival of Chinese startup DeepSeek’s ultra low-cost, open-source AI model in January. And while the H20 is reported to be 15 times slower than Nvidia’s newest Blackwell chips sold elsewhere in the world, it was designed specifically by Nvidia to comply with the further US export controls introduced in October 2023. It is being used by Chinese companies for training, although it’s billed as…
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