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Nvidia China has stopped accepting orders for the limited edition H20 chips.
The United States constantly expands its restrictions on chip exports to the mainland, and Nvidia has designed a special version of the 'H20' chip for the mainland market in response to America's export control policy. However, there is information that some mainland manufacturers are currently unable to order H20 chips. Nvidia has stated that they will not comment on rumors.
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Kimihiko OP : At the time of checking the data, I interpreted that Samsung had shipped a large quantity of HBM3 for H20.
In the Q3 period (August-October) of $NVDA, it seems that H20 is being closed prematurely.
As a bridge until Blackwell, I think we should focus on H200 (some H100 as well?).
micky38 : They probably realized that it didn't make sense.
It seems that NVIDIA chips have crashed within China.
There is probably no actual demand even though it has been removed from the one mounted on the board.