The United States suddenly approves H200, Chinese AI companies: No more nonsense, place your orders first!

The hottest news in the tech world recently isn't a new phone, nor new energy, but the U.S. approving some Chinese companies to purchase NVIDIA's H200.
After the news broke, many people's first reaction was: "Has the U.S. attitude changed?"
Actually, it's not that simple.
What the U.S. has truly changed is not strategy, but the way of accounting.
Because NVIDIA is now making way too much money. Under the AI wave, it has become one of the most important tech companies globally. Whoever controls the GPU controls the shovels of the AI era.
And the Chinese market demand is extremely huge. Not selling at all would cause huge losses for American companies; open fully, and the U.S. wouldn't be at ease. So now it has become a mode of "limited supply."
But Chinese companies don't care about these complex logic at all.
Their idea is very simple: buy if you can.
Thus, H200 instantly became the most sought-after hard currency in the AI circle. Many companies' procurement speed is like rushing for discounts in the last minute of Double Eleven.
Because everyone knows, the biggest fear in the AI industry now isn't a lack of people, but a lack of cards.
In the past, startups competed over who had a bigger office; now they compete over who has a stronger server room; in the past, programmers flaunted their keyboards; now bosses flaunt their GPU inventories.
And Jensen Huang continues to sit firmly on the throne of AI dominance. While others make money from traffic, he makes money from "selling computing power." As long as the global AI competition continues, NVIDIA won't lack customers.
Even more surreal is that the global capital markets have already formed a fixed rhythm:
U.S. restricts chips — market panic;
U.S. slightly relaxes — NVIDIA surges;
Chinese companies rush to buy — GPU prices continue to rise.
This cycle has almost become a new financial drama in the AI era.
But what’s truly worth noting is that the global industrial chain is being reshuffled. People once thought AI was a software revolution, now they realize it’s actually an "infrastructure revolution."
Who owns the chips, owns the future.
So in the next few years, the AI industry may become more and more like real estate: location replaced by computing power, landlords replaced by GPU suppliers.
Some even joke: "In the future, it’s not buying houses to fight inflation, but buying graphics cards to fight inflation."
Although it sounds exaggerated, the market has already proven with real money that high-end AI chips are becoming one of the most important strategic resources worldwide.
And this time, the approval of H200 is just a new episode in the AI battle. The real big show might just be beginning. #美批准中企采购英伟达H200芯片