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Chinese cloud services companies including Alibaba and Tencent rank as major Nvidia H100/H200 purchasers, second globally only to Microsoft.
Demonstrates China remains significant AI infrastructure investor despite US export restrictions; reveals hyperscaler concentration of GPU demand and supply risk.
Trade pressSlicast · December 31, 2024 23:00 · Global · Source: techradar.com
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Image / Slicast · Source: techradar.com
Chinese cloud services companies including Alibaba and Tencent rank as major Nvidia H100/H200 purchasers, second globally only to Microsoft.
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