若H200放开，我们会接受吗？

Core Viewpoint - The article discusses the potential release of the H200 chip in China, highlighting its specifications and performance compared to domestic AI chips, while also considering the geopolitical context surrounding the decision [2][3][20]. Specifications and Performance - The H200 chip features significant improvements over the H100, including 141 GB of HBM3e memory and a memory bandwidth of 4.8 TB/s, compared to the H100's 80 GB and 3.35 TB/s [9]. - The H200's FP64 Tensor Core performance is 34 teraFLOPS, which is competitive with other high-end chips like the B200 and H100 [18]. Market Context - The article notes that the H200 is currently priced higher than the B200 in certain cloud service providers due to its suitability for high-precision computing and its scarcity [17]. - The usage of H200 in overseas cloud servers remains high, driven by legacy workloads that are difficult to migrate from older cards [19]. Geopolitical Considerations - The potential release of the H200 in China is contingent on the U.S. government's stance, particularly the influence of hawkish advisors [3][20]. - The article suggests that if the U.S. does allow the release of the H200, it is likely that China would follow suit [20].