报道：英伟达H20库存有限，且没有复产计划

Core Viewpoint - Nvidia has informed its Chinese customers that the inventory of the H20 AI chips, customized for the Chinese market, is limited and there are currently no plans to resume production [1][2][3] Group 1: Inventory and Production Status - Nvidia is only fulfilling orders that can be supported by the existing inventory [3] - The production interruption means that even if Nvidia wishes to resume supply, it will face significant time costs, with new chip manufacturing potentially taking nine months from scratch [3] Group 2: Customer Communication and Future Orders - Nvidia is currently communicating with some of its largest Chinese customers to understand their specific chip needs, such as the quantity of H20 or future Blackwell chips they wish to purchase [3] - The company is also collecting customer feedback on the H20 and suggestions for improvements for the next generation of products, which will help determine whether to continue placing additional H20 orders [3]