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Reports say roughly 600,000 Nvidia H200 chips have accumulated in Hong Kong, with Beijing reportedly holding them to boost local technology.

If accurate, this is a large pool of export-licensed H200 supply in Asia that could shape Chinese accelerator availability and pricing in the coming quarters.
Trade pressSlicast · November 7, 2026 at 19:04 UTC · US · Source: ShiftDelete.Net
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Reports say roughly 600,000 Nvidia H200 chips… · Slicast