Nvidia's H20 chip orders jump as Chinese firms adopt DeepSeek's AI models

Why isn’t the H20 under export control?

Specifically because it was designed to comply with compute sanctions.

My previous speculation on events that will move Nvidia's stock in the next 6 months: https://news.ycombinator.com/item?id=42883218

tldr: I expected Chinese firms to have put in huge Nvidia orders ASAP before Trump's buddies convince him of a full Nvidia ban in China.

> Trump's buddies convince him of a full Nvidia ban in China.

Or Jensen Huang manages to bribe Trump to remove the export ban. We'll see.