Bernstein Analyst Declares NVIDIA H20 Ban Was “Unnecessary And, Frankly, Somewhat Nonsensical,” Another Analyst Sees Broader Strokes Of A Rare Earths Deal ...Middle East

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Bernstein Analyst Declares NVIDIA H20 Ban Was “Unnecessary And, Frankly, Somewhat Nonsensical,” Another Analyst Sees Broader Strokes Of A Rare Earths Deal

It appears that the US has eased some of its heretofore stringent restrictions on China's access to advanced silicon chips, unlocking a huge windfall for NVIDIA and AMD in the process, with a Citi analyst now theorizing that the reprieve could have been part of a broader rare earth magnets deal with China. For the benefit of those who might not be aware, NVIDIA published a blog post earlier today, announcing the imminent filing of an application with the US government to resume the sale of its China-specific H20 GPUs. As we noted in our post on this topic, NVIDIA […]

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