{"id":181319,"date":"2025-12-12T19:15:09","date_gmt":"2025-12-12T19:15:09","guid":{"rendered":"https:\/\/www.newsbeep.com\/il\/181319\/"},"modified":"2025-12-12T19:15:09","modified_gmt":"2025-12-12T19:15:09","slug":"alibaba-and-bytedance-want-nvidia-new-chip-supply-is-the-next-question","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/il\/181319\/","title":{"rendered":"Alibaba and ByteDance Want Nvidia New Chip. Supply Is the Next Question"},"content":{"rendered":"\n<p class=\"yf-7hmkaz\">This article first appeared on <a href=\"https:\/\/www.gurufocus.com\/news\/3249399\/alibaba-and-bytedance-want-nvidia-new-chip-supply-is-the-next-question?utm_source=yahoo_finance&amp;utm_medium=syndication&amp;utm_campaign=headlines&amp;r=caf6fe0e0db70d936033da5461e60141\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:GuruFocus;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">GuruFocus<\/a>.<\/p>\n<p class=\"yf-7hmkaz\">Nvidia (<a class=\"link \" href=\"https:\/\/finance.yahoo.com\/quote\/NVDA\" data-ylk=\"slk:NASDAQ:NVDA;elm:context_link;itc:0;sec:content-canvas\" rel=\"nofollow noopener\" target=\"_blank\">NASDAQ:NVDA<\/a>) told Chinese clients that it may expand production of its H200 artificial intelligence chips, according to a <a href=\"https:\/\/www.tradingview.com\/news\/reuters.com,2025:newsml_L6N3XI0PO:0-nvidia-rises-as-reuters-reports-company-is-mulling-h200-ai-output-increase-in-china\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Reuters;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">Reuters <\/a>report.<\/p>\n<p class=\"yf-7hmkaz\">Demand for the processor has exceeded current supply, the sources said. Interest has come from major technology firms, including Alibaba (<a class=\"link \" href=\"https:\/\/finance.yahoo.com\/quote\/BABA\" data-ylk=\"slk:NYSE:BABA;elm:context_link;itc:0;sec:content-canvas\" rel=\"nofollow noopener\" target=\"_blank\">NYSE:BABA<\/a>) and ByteDance. The H200 chip is produced by Taiwan Semiconductor Manufacturing Co. (<a class=\"link \" href=\"https:\/\/finance.yahoo.com\/quote\/TSM\" data-ylk=\"slk:NYSE:TSM;elm:context_link;itc:0;sec:content-canvas\" rel=\"nofollow noopener\" target=\"_blank\">NYSE:TSM<\/a>), one of Nvidia&#8217;s key manufacturing partners.<\/p>\n<p class=\"yf-7hmkaz\">The update follows comments earlier this week from U.S. President Donald Trump, who said the administration will permit Nvidia to export the H200 processor to China, subject to a twenty-five percent fee on sales. Industry analysts say the tariff could influence order volumes and the timing of shipments.<\/p>\n<p class=\"yf-7hmkaz\">Chinese authorities have yet to approve purchases. Officials held emergency discussions on Wednesday to review the import request and assess the potential impact on the country&#8217;s domestic AI chip plans, Reuters reported, citing multiple people familiar with the talks.<\/p>\n","protected":false},"excerpt":{"rendered":"This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) told Chinese clients that it may expand production of its&hellip;\n","protected":false},"author":2,"featured_media":68579,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[345,2948,343,344,105637,13345,85,46,4136,12521,54911,125],"class_list":["post-181319","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-alibaba","tag-artificial-intelligence","tag-artificialintelligence","tag-chinese-clients","tag-gurufocus","tag-il","tag-israel","tag-nvidia","tag-president-donald-trump","tag-taiwan-semiconductor-manufacturing-co","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/181319","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/comments?post=181319"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/181319\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media\/68579"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media?parent=181319"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/categories?post=181319"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/tags?post=181319"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}