America suddenly "greenlights" it! Chinese companies rush to buy NVIDIA H200, and Jensen Huang laughs until his leather jacket shines

While the U.S. loudly proclaims "chip security," it suddenly approves some Chinese companies to purchase NVIDIA H200, a plot twist akin to the eighth season of the drama "Sanctions Storm." Just moments ago, they were "clamping down," and now they’re giving a pass; the global tech scene instantly shifts into "spectator mode."

Who is the happiest? Of course, Jensen Huang. Others wear business suits, but his black leather jacket is almost like a dragon robe in the AI era. H200 is not an ordinary graphics card but a "super engine" for AI training. Whoever gets it, essentially gains a nitrogen booster in the AI arms race.

Many Chinese tech companies acted swiftly this time, like grabbing Maotai at midnight on Singles’ Day. Because everyone understands now, it’s no longer about whether they can buy, but whether they can still buy. The AI industry has shifted from a "future industry" to a "battlefield that must go live tonight."

The capital markets are even more interesting. As soon as the news broke, NVIDIA’s stock price shot up like drinking three shots of espresso, and investors recalculated valuations overnight. Previously, the market feared that strict U.S. restrictions would hurt NVIDIA’s revenue; now that the restrictions loosened, Wall Street instantly changed its tune: "It turns out the biggest global customer still can’t bear to give up."

But what’s truly intriguing is why America’s attitude has changed. The reason is simple: AI is no longer just a technological issue but a battle for commercial interests. Too harsh restrictions hurt NVIDIA’s income; too lenient, and technology might spread too widely. So the U.S. started playing a game of "precise watering": it can’t let China get completely shut out, but it also can’t let China buy freely.

It’s like parents controlling their kids’ gaming: no all-night sessions, but two hours on weekends.

The biggest concern in the market is whether this wave will trigger a global AI chip hoarding frenzy. Because once companies realize supply is uncertain, their first reaction is never "wait and see," but "grab it first." The result could be: chips not yet shipped, but prices already rising three rounds.

What’s even more exciting is that once H200 floods into the Chinese market, the AI application war might escalate directly. Large models, autonomous driving, robots, AI finance, AI healthcare—all will accelerate their race. Previously, it was about programmers; now it’s about computing power. Before, it was about who works overtime harder; now it’s about whose data center is brighter.

In short: this time, the U.S. isn’t just approving chips; it’s reigniting the global AI market. The busiest next might not be programmers, but warehouse managers. #Gate广场五月交易分享