X @外汇交易员
Regulatory Landscape - Chinese regulators are preventing ByteDance from using Nvidia chips in new data centers [1] - China has issued guidelines requiring new, state-funded data center projects to use domestic AI chips exclusively [1] - Data centers less than 30% complete must remove foreign chips or cancel purchase plans; more complete projects will be assessed individually [1] - The new guidelines cover Nvidia's H20 chip, as well as more powerful processors like the B200 and H200 [1]