… China's chip industry is booming these days, as local companies develop their own AI chips to end the country's reliance on foreign products and in response to US export controls. …
… China agreed to import several hundred thousand H200 chips in January, Reuters reported at the time, with the first shipments being meant for three unnamed Chinese internet companies. The H200 is one of the company's most powerful AI chips, second only to its high-end B200 processors. …
… In order to shield itself from the rising costs of memory components, Google has reportedly been bundling its orders for phone memory chips with chip orders for its cloud computing business.