Still according to the same source, the Chinese administration has been looking for several months that its giants like Alibaba, Tencent or Bytedance stop acquiring H20. The objective is that these are turning to local manufacturers like Huawei, who is going to release his Ascend 910C chip this year – which Huawei says it would be as powerful as the Nvidia H100.
Nvidia for its part is already seeking to adapt, and will meet the boss of the National Reform and Development Commission, Zheng Shanjie. The American company could also reduce the capabilities of the H20, so that it responds to the future to the new rules of energy efficiency. But a reduction in the power of the H20 would also make it less attractive, which would give more the Chinese rivals. So, does China seek to push its companies to alleviate its dependence in Nvidia, in preparation for potential new sanctions that will come from the Trump administration?