英伟达芯片供不应求，正在评估增产H200芯片 来满足中方需求（不是禁买英伟达芯片吗？）

$NVDA told Chinese customers it’s evaluating higher H200 production after Trump cleared exports with a 25% fee as demand from $BABA & ByteDance already exceeds supply.

But I was told China didn’t need Nvidia anymore & domestic accelerators were already competitive. pic.twitter.com/ncqNkcDjtK

— Shay Boloor (@StockSavvyShay) December 12, 2025

$NVDA CEO Jensen Huang was just named the Financial Times Person of the Year pic.twitter.com/oWSm7Wr6KL

— Shay Boloor (@StockSavvyShay) December 12, 2025