高盛：中国数据中心 -芯片供应改善，更好把握人工智能需求

China Cloud/Data Centers: Improved chip availability to better capture AI demand What happened On July 15, Nvidia (NVDA, Buy, Covered by James Schneider, Ph.D.) announced that licenses to sell H20, AI GPU tailored for China, will be granted by the US government and it hopes to start deliveries soon. Additionally, the company plans to release a new, fully compliant RTX Pro GPU for China which is "ideal for digital twin AI for smart factories and logistics". The announcement was made during its founder and CE ...