H200需求强劲，还没获批

Group 1 - Nvidia's H200 chip has strong demand in China, but the company is awaiting approvals from Washington and Beijing to begin sales [1][2] - The company has submitted an export license application to Washington after a previous agreement allowed sales in exchange for a percentage of revenue [1][2] - Nvidia's market share in China has reportedly dropped from 95% to zero due to allegations of violating antitrust laws [2] Group 2 - Nvidia's next-generation Rubin AI chip has entered full production and is set to launch in the second half of 2026, with significant performance improvements over the previous Blackwell series [4][5] - The Rubin GPU offers inference performance of 50 PFLOPS and training performance of 35 PFLOPS, significantly higher than Blackwell's capabilities [5][14] - The new architecture includes HBM4 memory technology, which provides a bandwidth of 22 TB/s, enhancing overall performance [6][15] Group 3 - Nvidia's CEO highlighted the importance of continuous advancement in computing technology, emphasizing the company's commitment to leading the AI revolution [4][10] - The company has formed partnerships with various manufacturers and robotics companies, indicating a focus on expanding AI applications beyond traditional sectors [8][10] - Nvidia's upcoming products will be available through major cloud service providers and OEMs, indicating a broad market reach [20]