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Nvidia H200 volatility disrupts China's SOE compute strategy

Staff reporter, Taipei; Levi Li, DIGITIMES Asia Wednesday 17 December 2025 0

Credit: China Telecom

China's AI computing sector is facing acute short-term planning turmoil, spurred by the potential re-entry of Nvidia's H200 GPU. This market volatility directly impacts numerous state-owned AI computing centers.

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