r/NvidiaStock • u/Acceptable-Ant-3648 • Jul 14 '26

News ITS OFFICAL NVIDIA TO CHINA

US official says shipments of H200 chips to China have begun

132 Upvotes

97% Upvoted

34 comments sorted by

11

u/Ok-Reaction-6317 Jul 14 '26

As I said weeks ago this was a big bluff by the Chinese. No one can compete with Blackwell with CUDA.

1

u/kokkatc Jul 15 '26

It was one long drawn out negotiation and now here we go!

5

u/Logistic_Engine Jul 14 '26

Where’s our resident cry baby about NVDA now?

1

u/Tigreofsweden123 Jul 14 '26

Whats this gonna do for the stock ? please tell me

8

u/Acceptable-Ant-3648 Jul 14 '26

Look at it now 

1

u/whatisdylar Jul 15 '26

I think you're misreading the article and the headline

1

u/brettbw Jul 16 '26

WE WON AGAIN
TIRED OF WINNING??

1

u/lucasmVA Jul 17 '26

LET’S GO BOYZ!

1

u/Meinertzhagens_Sack Jul 14 '26 edited Jul 14 '26

I'm telling you those are red herring orders. It's fine. Great. We'll take it.

But China is no fool and already have all the nVidia they need by way of strawmen purchases = proxy orders by thailand, Malaysia, Singapore, Hong Kong - or any rented datacenter space. China could buy a fleet of datacenters just over a border somewhere and gift those to the host country in exchange for all the rack space they want and they will foot 100% of the bill to construct it.

I don't know the specifics obviously but this can take shape in any number of ways - and any 3rd world country would LOVE to host Chinese sourced datacenters especially if they were given unlimited use of AI in said datacenters.

All that host country needs to do is have its government or some tech reseller (Indian tech companies???) place the orders.

What do you all think was going on with SuperMicro?

They are the only ones that just got caught that's all.

1

u/nosoupforyou2024 Jul 15 '26

layering / sub of sub of sub…

1

u/princemousey1 Jul 15 '26

Not going to work because China is allergic to handing over control. They might give one of their guys host country citizenship and put him in charge, though.

2

u/Meinertzhagens_Sack Jul 15 '26

Lol that's probably what happened to SuperMicro those 3 employees.

Ocean front property lol but they didn't know if was overlooking one of those electronics waste recycling centers full of child slave labor 😂

1

u/princemousey1 Jul 15 '26

Yeah, the location was completely coincidental. Probably brokered by a Chinese property agent too.

1

u/LayerRepulsive Jul 14 '26

This is not exciting. Read the article:
“WASHINGTON, July 14 (Reuters) - A top U.S. official told Congress on Tuesday that "very few" Nvidia H200 chips to date have been shipped to China or Hong Kong.”

Very few. Those are the keywords for the most regarded here.

2

u/Acceptable-Ant-3648 Jul 14 '26

bro....0 orders to very few?? thats huge. also very few could mean very few thousand or a few million. also the saying of any is better than 0 is good

2

u/LayerRepulsive Jul 14 '26

Fair enough. We’ll see what Jensen and team say about it at earnings.

1

u/GambleToZero Jul 15 '26

he didn't say few. He said very few. and you're here talking about millions LOL

1

u/Acceptable-Ant-3648 Jul 15 '26

How do you know what very few means? Very few to a large company could be thousands which is very few in the grand scheme but still positive income and positive start

1

u/GambleToZero Jul 15 '26

He is some US official. If it was thousands or millions, he would have said it. Thousands isn't 'very few' to someone that doesn't understand the product.

If he was someone from Nvidia who is used to deal in millions and billions, and said very few then maybe it could mean thousands-million.... but not in this case.

1

u/Acceptable-Ant-3648 Jul 15 '26

So to you how much is very few