Nintendo's latest sale is 'made possible' by the tariff refunds it's hoarding32m ago Meta Announces Muse AI Agent for Personal Tasks and Organization33m ago Instagram now lets you add tagged photos to your profile grid33m ago AI agents are flooding public services with new requests39m ago Apple’s first foldable is the iPhone Duo, and it costs $1,99939m ago An Anthropic researcher just quit, saying OpenAI and Anthropic are 'gambling with our lives'41m ago Anthropic Is Building a Huge Surveillance System to Spy on Anti-AI Activists and Predict Their Activities50m ago Antioch raises $32m to test robots in simulation before they touch hardware57m ago OpenAI’s Bubeck denies trying to cut Anthropic mathematician from credit1h ago 10 of the scariest AI villains in movie history1h ago Maven Robotics wants to steal your robot deployment deal1h ago Agent Security Is Not AI Governance: Why Conflating The Two Is A Risk Enterprises Can't Afford1h ago Positron Valued at $5 Billion in New Funding as Demand for AI Chips Surges1h ago 7 Steps to Become a Forward Deployed Engineer in 20262h ago

Nintendo's latest sale is 'made possible' by the tariff refunds it's hoarding32m ago Meta Announces Muse AI Agent for Personal Tasks and Organization33m ago Instagram now lets you add tagged photos to your profile grid33m ago AI agents are flooding public services with new requests39m ago Apple’s first foldable is the iPhone Duo, and it costs $1,99939m ago An Anthropic researcher just quit, saying OpenAI and Anthropic are 'gambling with our lives'41m ago Anthropic Is Building a Huge Surveillance System to Spy on Anti-AI Activists and Predict Their Activities50m ago Antioch raises $32m to test robots in simulation before they touch hardware57m ago OpenAI’s Bubeck denies trying to cut Anthropic mathematician from credit1h ago 10 of the scariest AI villains in movie history1h ago Maven Robotics wants to steal your robot deployment deal1h ago Agent Security Is Not AI Governance: Why Conflating The Two Is A Risk Enterprises Can't Afford1h ago Positron Valued at $5 Billion in New Funding as Demand for AI Chips Surges1h ago 7 Steps to Become a Forward Deployed Engineer in 20262h ago

Chips & Compute Business & Enterprise3 min reading time

Nvidia ships first H200 chips to China, but expects no data-centre revenue from them

The Next WebPublished 13 days ago

Nvidia shipped its first H200 chips to China under a new US licensing scheme, contributing less than 1% to its $89B quarterly data center revenue. Despite this, Nvidia forecasts $108B for the next quarter, assuming no revenue from China. Meanwhile, the EU plans up to seven AI gigafactories with €30B investment, but these will rely on Nvidia chips, highlighting Nvidia's market leverage.

#ai-hardware #data-center #european-commission #h200 #nvidia #semiconductor-manufacturing

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