Chinese companies place $16 billion in orders for Nvidia AI chips in January-March: report Chinese companies have placed orders totaling $16 billion for Nvidia's H20 artificial intelligence (AI) semiconductors during January to March 2025. This information was reported by The Information, which cited two sources. Notable companies making these orders include ByteDance, Alibaba Group, and Tencent Holdings. The rising demand for the H20 chips is attributed to the increasing adoption of low-cost AI models created by the Chinese startup Deepseek. The H20 is one of the few semiconductors that Nvidia is allowed to sell in China under current U.S. export restrictions, which have been in place since 2022 due to concerns that advanced technology could bolster China's military capabilities. In February 2025, U.S. President Trump announced plans to impose tariffs of approximately 25% on semiconductor imports and related products. Meanwhile, Nvidia CEO Jensen Huang indicated that while short-term impacts may be minimal, there are intentions to relocate production to the U.S. in the long run. #AI #Japan https://lnkd.in/g4PN5AJ7
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