美银：H20 芯片恢复出货预期与专为中国定制的新 GPU 带来积极影响

Accessible version China AI Frontier (H/A) Positive read-through from potential H20 shipment resumption, new GPU for China Industry Overview Potential resumption of H20 delivery; positive implications According to Nvidia, CEO Jensen Huang provided an update to customers during his visit to Beijing, confirming that Nvidia is filing applications to resume H20 GPU shipments to China, with license expected to be granted by U.S. government. Mr. Huang also announced a new compliant RTX PRO GPU tailored for smart ...