美政府“放行”后，外媒议论英伟达H200在华销售前景

Group 1 - The U.S. government allowed Nvidia to export its H200 chips to China, leading to speculation about the timing and future sales prospects in the Chinese market [1][2] - China is the largest semiconductor market globally, and Nvidia's entry could represent a significant victory, with potential revenues of $50 billion in the AI chip sector over the next few years [1] - Due to uncertainties in sales prospects, Nvidia is now requiring full payment in advance from Chinese customers, with no options for order cancellation, refunds, or reconfiguration [1] Group 2 - The Chinese government is cautiously evaluating the potential sale of the H200 chip, reflecting concerns about reliance on imported chips and the impact on domestic innovation capabilities [2] - Chinese semiconductor companies like Huawei and Cambricon are gaining market share, indicating a shift away from dependence on imported chips [2] - The fluctuating U.S. stance on high-end chips creates uncertainty for users, emphasizing the need for vigilance in the Chinese semiconductor industry to maintain confidence in domestic production efforts [2]