英伟达称中国客户对H200芯片的需求强劲 公司供应充足

Core Viewpoint - Nvidia reports strong demand for its H200 chips from Chinese customers, with the Trump administration considering allowing the company to export these chips to China [1] Group 1: Demand and Supply - Nvidia's CFO Colette Kress stated during a meeting with analysts at CES that the company has submitted a license application, and the government is currently deciding on the matter [1] - CEO Jensen Huang described the demand for the H200 chips as strong [1] - Kress assured that regardless of the license approval level, Nvidia has sufficient supply to meet the demand from Chinese customers without affecting shipments to other global clients [1] Group 2: Regulatory Considerations - Nvidia requires approval from the Chinese government for local companies to purchase and use its American products [1]