First Nvidia H200 shipments reach China, ByteDance and Tencent take deliveries as Beijing loosens its import block — most licensed chips must stay in Hong Kong, which can't power them

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First Nvidia H200 shipments reach China, ByteDance and Tencent take deliveries as Beijing loosens its import block — most licensed chips must stay in Hong Kong, which can't power them
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Beijing wants most of each company's U.S.-licensed allowance, which the FT puts at up to 100,000 units apiece, kept off the mainland.

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