Recently, the AI chip market has seen significant developments. NVIDIA announced an additional order of 300,000 H20 AI chips to meet the rising demand in the Chinese market. This decision highlights China's strong desire for AI Computing Power, far exceeding previous expectations in the industry.

Although the H20 chip is slightly inferior in performance to NVIDIA's top products, it has still gained favor from Chinese tech giants including Tencent, Alibaba, and ByteDance. Currently, the stock of H20 chips has surpassed 600,000 units, reflecting the enormous appetite of the Chinese market for AI hardware.

It is worth noting that NVIDIA had previously suspended shipments to the Chinese market due to U.S. government export restrictions. However, with the easing of these restrictions, NVIDIA has now resumed deliveries to China. This shift not only reflects the subtle changes in U.S.-China technology relations but also highlights the complexity of the global AI industry chain.

However, this decision has also sparked some controversy. Some believe that exporting AI chips to China may stimulate the development of local alternatives. However, NVIDIA seems to hold a different view, believing that this move would actually help suppress the rise of potential competitors like Huawei.

Although the export license for the H20 chip is still under review, NVIDIA is optimistic about final approval. This series of developments clearly indicates that with the rapid advancement of AI technology, the Chinese market is playing an increasingly important role in global AI hardware demand, and its significance cannot be ignored.

The development of AI technology is reshaping the global technology landscape, and the strong demand in the Chinese market will undoubtedly continue to drive innovation and competition in this field. In the future, we may see more international tech giants adjusting their strategies to adapt to this dynamic market.