Nvidia has won over US$16 billion in orders for H20 AI server chips from China cloud giants including ByteDance, Alibaba, Tencent, in the first 3-months of 2025, The Information reports, citing unnamed sources. Purchases may have spiked due to a feared US ban on the H20, specially made to meet US export controls on China. $NVIDIA(NVDA.US) $AMD(AMD.US) $Intel(INTC.US) $Alibaba(BABA.US) $Tencent(TCEHY.US) $Baidu(BIDU.US) #semiconductors #semiconductor https://t.co/m2JgP0uIgz
Source: Dan Nystedt
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