Financial Times:

SemiAnalysis: Nvidia is set to sell $12B worth of H20 chips in China in 2024, or 1M+ units; Huawei expects to sell ~550,000 units of Ascend 910B chips in 2024  —  Chipmaker set to surpass China sales by local rival Huawei by selling product designed to fall outside of export restrictions

Financial Times:

SemiAnalysis: Nvidia is set to sell $12B worth of H20 chips in China in 2024, or 1M+ units; Huawei expects to sell ~550,000 units of Ascend 910B chips in 2024  —  Chipmaker set to surpass China sales by local rival Huawei by selling product designed to fall outside of export restrictions

Source: TechMeme
Source Link: http://www.techmeme.com/240704/p15#a240704p15