After the U.S. approved the export of H200, the global AI community is left with just one word:抢！

The AI industry has recently entered a "crazy rush era."
After the U.S. approved some Chinese companies to purchase Nvidia's H200, the global tech market instantly became restless. Because everyone realizes: high-end GPUs have upgraded from electronic products to strategic resources.
How important is the H200? One sentence: without it, large models run like bicycles; with it, they become high-speed trains.
So Chinese companies' reactions are very unified—quickly placing orders.
Many companies have even prepared budgets in advance, just waiting for the policy window to open. Because everyone understands: if you can't buy now, it might be even harder in the future.
The happiest of course is Nvidia. Over the past few years, it has upgraded from a chip company to a "tax collector of the AI era." Every AI boom worldwide almost ends up filling Huang Renxun's wallet.
And the current situation in the U.S. is also quite awkward. Too strict restrictions could hurt domestic companies; too lenient, and there's concern about escalating competition.
So they can only adopt a compromise approach of "restricting while allowing."
But the market won't wait for policies to be studied slowly. Companies will only do one thing:抢.
Because the AI industry has entered a military competition stage. Previously, everyone competed over who had more model parameters; now, it's who has more GPU inventory.
Some investment institutions even start to see GPUs as a "new type of fundamental asset." Because after the explosion of AI applications in the future, computing power demand will only become more terrifying.
Netizens' jokes are also becoming more outrageous:
"Formerly, miners hoarded Bitcoin; now, AI bosses hoard graphics cards."
"In the future, wedding dowries might be a H200 server."
Although funny, the reality is indeed heading in this direction.
Because AI is no longer just a tech hot spot but a core engine for global industrial upgrading. From finance to healthcare, from education to manufacturing, all industries are moving toward AI.
And the underlying fuel for all this is computing power.
So, the approval of H200 export is not just a business transaction but more like a supply operation in the global AI war.
Next, we can foresee: chip prices will continue to stay high, GPU shortages will persist, AI companies will keep raising funds, and capital markets will continue to party.
And Huang Renxun will probably keep wearing that black leather jacket, calmly counting money. #Gate广场五月交易分享