X @外汇交易员

Government Regulations & Concerns - Chinese government has engaged with domestic firms like Tencent and ByteDance to inquire about their procurement of NVIDIA's H20 chips, expressing concerns over information risks [1] - Cyberspace Administration of China (CAC) along with other agencies, has held meetings with Baidu and other smaller Chinese tech companies [1] - CAC has instructed ByteDance, Alibaba, and Tencent to halt purchases of NVIDIA chips due to data security concerns [1] - China is urging local companies to avoid using NVIDIA's H20 processors, especially for government-related purposes [1] Procurement Inquiries - Companies have received inquiries about why they chose NVIDIA's H20 chips over domestic alternatives and whether such choices were necessary given the availability of local options [1] Impact on AMD - AMD's AI chips are also reportedly affected by the government's directive [1]