ByteDance, Tencent Get ~10K H200s Each; China Capped at 50% of US Sales
eyishazyer · x · 2026-08-25
Thread part 1: ByteDance and Tencent each received 10,000 H200s this month, the first real shipments since Washington's December approval — seemingly a China reopening in a market once worth a fifth of Nvidia's data-center revenue. But the approval caps H200 shipments to China at 50% of Nvidia's US domestic sales, so current volumes remain well inside a tight ceiling.
More from Infra
- NVIDIA releases Nemotron 3.5 Bolt 74B MoE that fits in 24GB VRAM at 2-bit — NerdyRodent · 2026-10-16
- Analyst: 80% of neoclouds may not survive, but the demand for their GPU capacity is real — BenBajarin · 2026-10-16
- Apple and Meta partner to run Muse Spark model on linked Mac Studios — pdamodaran · 2026-10-16
- Nvidia's developer base hits 11 million, up ~3.7x from 3 million in 2021 — Beth_Kindig · 2026-10-16
- Muse Spark Open runs locally on a Mac M3 Ultra via llama.cpp: frontier model on desktop — pcuenq · 2026-10-16
- Muse-Spark open-weights drop: 816B-A42B MoE model gets 359GB MLX 3-bit build — ns123abc · 2026-10-16