From Financial Modeling Prep: 2025-04-23 02:35:00

China’s top internet players, including ByteDance, Alibaba, and Tencent, secure nearly a year’s supply of Nvidia’s H20 AI chips to avoid U.S. export restrictions. They stockpile around 1 million units, with ByteDance leading with over $12 billion in orders.

Nvidia faces a $5.5 billion revenue hit in Q1 due to lost H20 sales in China. Stock performance fluctuates as investors assess short-term export limits versus long-term AI demand. Chinese firms explore alternatives like Huawei’s Ascend AI processors and developing domestic GPUs.

Chinese companies plan to diversify chip sources for supply-chain resilience. Policy decisions and trade talks will impact AI roll-outs. Expect increased domestic R&D investments in AI silicon to achieve tech self-sufficiency. The urgency and uncertainty surrounding U.S. semiconductor innovation highlight the importance of monitoring alternative chip ecosystems.



Read more at Financial Modeling Prep:: Chinese Tech Giants Stockpile Nvidia H20 AI Chips …