Chinese tech giants, including ByteDance, Alibaba, and Tencent, are driving a $16 billion surge in orders for Nvidia's H20 server chips despite strict U.S. export regulations. The demand signals a strategic move to dominate the AI processor market and reflects China's significant role in Nvidia's revenue. Emerging players like DeepSeek are fueling a high demand for cost-effective AI models, intensifying competition and potential chip shortages. Geopolitical tensions and potential U.S. tariffs complicate international tech interactions, emphasizing the fragility of global supply chains. Nvidia is navigating these challenges, eyeing increased production in the U.S. while benefiting from substantial Chinese demand. Rumors of Apple's $1 billion investment in Nvidia's AI systems, with Alibaba'...
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