Analyst speculates China may allow H200 imports at a 1:2 ratio with domestic chips
teortaxesTex · x · 2026-11-12
A thread argues Beijing won't welcome H200 imports because GPU and inference margins let giants leverage billions in debt investment at home and build domestic substitutes rather than seed rivals' chips. The quoted guess: H200s won't sit idle — as domestic chip adaptation and supply come online, imports may gradually open from Q1 next year to ease shortages, with each added H200 matched by equivalent-compute domestic chips, roughly 1:2. Unverified speculation.
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