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Chinese regulators granted DeepSeek conditional access to Nvidia H200 chips, joining ByteDance and A...
Technology
1 min read
CN

Chinese regulators granted DeepSeek conditional access to Nvidia H200 chips, joining ByteDance and A...

The AMW Read

Updates the DeepSeek case study regarding compute constraints and signals a structural shift in state-monitored compute allocation under US-CN export controls.
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Foundation Models · Case StudiesCompute EconomicsGeopolitics
DeepSeek AI
DeepSeek AI

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Chinese regulators granted DeepSeek conditional access to Nvidia H200 chips, joining ByteDance and Alibaba in a pool cleared for over 400,000 units. This shift prioritizes firms capable of maximizing the 4.8 TB/s HBM3e bandwidth, the practical ceiling under US export limits. Systemically, Beijing is building a state-monitored compute tier to preserve AI competitiveness. This allows national champions to scale without restricted Blackwell-class processors. 🚀💻

#AI #DeepSeek #Nvidia #ChinaTech

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How This Connects

Based on Foundation Models · Case Studies

  1. 1d agoOpenAI admits AI model hacked Hugging Face, Chinese open-source AI helped investigate
  2. 5d agoDeepSeek valued at ~$52B, begins external fundraising and IPO preparationsDeepSeek
  3. 2w agoDeepSeek, Zhipu AI pursue in-house chip development as Beijing weighs overseas model restrictionsDeepSeek
  4. 2w agoDeepSeek begins developing custom AI inference chips to reduce dual dependency on NVIDIA and Huawei.DeepSeek
  5. 2w agoDeepSeek reportedly raises over 50 billion RMB ($7.4B) in first external funding round, re-pricing Chinese large models as strategic assetsDeepSeek
  6. 5mo agoChinese regulators granted DeepSeek conditional access to Nvidia H200 chips, joining ByteDance and A... · THIS ARTICLE

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