H200 sales may be approved by president trump but I think China will still avoid to use it, they have huawei, Baidu's kunlun AI and others, they will consider that trump have hold them hostage once and he will do it again. So China will be worried and want to develop their own technology rather than relying the US which is so unpredictable. therefore I'm bullish with Baidu Kunlun AI chip.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments