Overnight, everyone is rushing for H200! This move by the U.S. has completely ignited the AI market

After the U.S. approved some Chinese companies to purchase NVIDIA's H200, the entire AI industry suddenly entered "crazy mode."
Some are rushing for chips, some are rushing for servers, and others are even storing power capacity ahead of time in data centers.
Why is everyone so excited?
Because H200 is no longer just ordinary hardware, but the most core production tool in the AI era. The current competition among large models has essentially become a "computing power war."
Who has more chips trains faster; who trains faster launches products sooner; who launches sooner gets valued faster.
So Chinese companies are collectively accelerating their procurement. Many companies act so quickly that it seems if they delay even a minute, their inventory will be swept clean by global competitors.
In fact, this concern is not exaggerated.
In recent years, high-end GPUs have been in long-term shortage, and many companies, even with money, had to queue up. Now that the U.S. has slightly relaxed restrictions, the market will naturally see a "retaliatory rush."
And NVIDIA has become the biggest winner.
The more popular AI becomes, the more money it makes; the more anxious the world is, the more important it becomes. Previously, NVIDIA was a tech company; now it’s more like an "arms dealer" in the AI era.
The most interesting thing is the change in the U.S. attitude. On the surface, it’s about export licenses, but in reality, it reflects a fact: the global AI industry is already difficult to completely cut off.
Because market demand is too large, and capital interests are too strong.
So now a very delicate balance has formed: restricting yet opening; competing yet cooperating.
But companies won’t study these complex games. For them, there’s only one sentence:
"Buy if you can, buy quickly."
Thus, a new global anxiety has emerged—computing power anxiety.
In the past, internet companies worried about insufficient traffic; now AI companies worry about GPU shortages. Many startups, after raising funds, do not first hire people but rush for cards.
Netizens even directly complain: "In the future, bosses’ pie-in-the-sky plans are useless; only sending GPUs shows sincerity."
But don’t laugh.
In the next few years, computing power is likely to become a core resource like electricity. Whoever controls computing power will hold the discourse power in the AI era.
And this time, the release of H200 is like pressing the accelerator button for the global AI market again.
Next, large model competition may become even more intense, AI applications will increase, chips will become more expensive, and Jensen Huang will become even richer.
As for ordinary people?
They may soon realize that every software they use daily is running behind a pile of invaluable GPUs.
#Gate广场五月交易分享