FT: China’s domestic computing capacity is still insufficient to meet the country’s rapidly growing demand.

FT: Some Chinese technology companies are lobbying Beijing to allow sales of Nvidia’s H200 chips, but approval has not yet been granted, and the likelihood of large-scale sales remains low.
FT: Domestic Chinese chipmakers are completely sold out. Even lower-end chips that nobody wanted in the past are now being snapped up, as long as companies can find some way to use them.