Chinese Universities Seek Access to Nvidia H200 Chips
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Source: seekingalpha
- University Chip Pursuit: At least seven Chinese universities supporting the military are reportedly seeking access to Nvidia's H200 chips, the most powerful AI processors allowed for sale in China by the U.S., highlighting China's ongoing ambition in military technology.
- Blacklist Institutions: Beihang University and Northwestern Polytechnical University, both part of China's 'Seven Sons of National Defense,' are blacklisted by the U.S. Commerce Department due to their collaboration with the PLA, indicating the sensitivity of their work and their desire for advanced technology.
- Diverse Acquisition Methods: These institutions are attempting to acquire Nvidia chips through various means, including purchasing via third-party brokers or renting computing power, reflecting a pressing need for high-performance computing resources.
- Technological Dependence: An Nvidia spokesperson emphasized that the Chinese military has sufficient domestic chips for its needs, underscoring the mutual dependence and competitive dynamics in military technology between the U.S. and China, while also suggesting the complexities and challenges in obtaining H200 chips.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 211.140
Low
200.00
Averages
264.97
High
352.00
Current: 211.140
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Blacklist Institutions: Beihang University and Northwestern Polytechnical University, both part of China's 'Seven Sons of National Defense,' are blacklisted by the U.S. Commerce Department due to their collaboration with the PLA, indicating the sensitivity of their work and their desire for advanced technology.
- Diverse Acquisition Methods: These institutions are attempting to acquire Nvidia chips through various means, including purchasing via third-party brokers or renting computing power, reflecting a pressing need for high-performance computing resources.
- Technological Dependence: An Nvidia spokesperson emphasized that the Chinese military has sufficient domestic chips for its needs, underscoring the mutual dependence and competitive dynamics in military technology between the U.S. and China, while also suggesting the complexities and challenges in obtaining H200 chips.
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- Financial Performance: As of the morning prices on May 29, Nvidia's recent financial results indicate strong growth potential, further solidifying its leadership position in the tech industry and likely driving future stock price increases.
- Investor Confidence: With increasing market recognition of Nvidia, investor confidence in its stock is rising, which could lead to more capital inflows and enhance overall market performance.
- Strategic Implications: Nvidia's success not only reflects its innovative capabilities in AI and graphics processing but may also set investment trends across the industry, driving further advancements in related technologies.
See More
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- Platform Innovation: NVIDIA's launch of the DSX platform integrates open-source and modular software, providing a comprehensive playbook for AI factory design, deployment, and operations, aimed at accelerating production and enhancing overall operational efficiency by reducing token costs.
- New Software Release: The DSX MaxLPS software combines 45-degree liquid cooling with in-rack optimization technologies, enabling a 40% increase in token performance within a fixed power budget, significantly lowering operational costs and improving GPU utilization.
- Ecosystem Expansion: NVIDIA is partnering with leading Taiwanese system manufacturers to drive the development of the DSX ecosystem, ensuring extreme co-design for AI factories, facilitating rapid deployment and operation on a global scale.
- Market Responsiveness: The introduction of the DSX platform allows infrastructure builders to simulate the entire factory before investment, validating performance to reduce risk and enhance market responsiveness, further solidifying NVIDIA's leadership position in the AI sector.
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- AI Chip Revenue Guidance: Broadcom's CEO predicts AI chip revenue will reach $100 billion by fiscal 2027, up from $8.4 billion in semiconductor revenue in Q1 2026, with expectations for a rise to $10.7 billion in Q2, indicating robust market potential.
- AI Networking Growth: Broadcom anticipates AI networking will constitute 40% of total AI revenue in Q2 2026, translating to $6.4 billion, underscoring its competitive edge in the AI sector through the integration of networking devices with custom chips, further solidifying its leadership position in AI.
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- Market Share Forecast: CEO Hock Tan predicts that Broadcom's AI chip revenue will reach $100 billion by fiscal 2027, up from $8.4 billion in semiconductor revenue in Q1 2026, indicating robust growth potential and an accelerating strategic focus in the AI sector.
- Customer Base Expansion: Broadcom's AI growth heavily relies on six key customers, including Google, Meta, and OpenAI, with a recent partnership with Meta aimed at optimizing AI infrastructure, enhancing market competitiveness, and solidifying the company's leadership in AI accelerators.
- Revenue Composition Analysis: Broadcom expects AI networking to account for 40% of total AI revenue in Q2 2026, translating to $6.4 billion, showcasing strong performance in the AI networking market and reflecting the company's successful strategy of diversifying revenue sources.
- Technological Innovation Outlook: The upcoming Tomahawk 7 switch, set to launch in 2027, will feature double the bandwidth of its predecessor, significantly enhancing its application capabilities in AI clusters and strengthening its competitive position against rivals like Nvidia.
See More
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- Accelerated IPO Process: Anthropic has confidentially filed its IPO prospectus with the SEC, signaling a potential historic share sale that is likely to attract investors interested in the rapidly evolving AI sector, thereby enhancing the company's position in this competitive market.
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See More
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- University Chip Pursuit: At least seven Chinese universities supporting the military are reportedly seeking access to Nvidia's H200 chips, the most powerful AI processors allowed for sale in China by the U.S., highlighting China's ongoing ambition in military technology.
- Blacklist Institutions: Beihang University and Northwestern Polytechnical University, both part of China's 'Seven Sons of National Defense,' are blacklisted by the U.S. Commerce Department due to their collaboration with the PLA, indicating the sensitivity of their work and their desire for advanced technology.
- Diverse Acquisition Methods: These institutions are attempting to acquire Nvidia chips through various means, including purchasing via third-party brokers or renting computing power, reflecting a pressing need for high-performance computing resources.
- Technological Dependence: An Nvidia spokesperson emphasized that the Chinese military has sufficient domestic chips for its needs, underscoring the mutual dependence and competitive dynamics in military technology between the U.S. and China, while also suggesting the complexities and challenges in obtaining H200 chips.
See More
