product2 distinct publishers
Nvidia's H200 finally lands in China at about 1% of the order book
ByteDance and Tencent have each taken roughly 10,000 accelerators against licence caps of 75,000 and January orders near two million. The constraint is paperwork, not fabrication.
Reality
- Evidence45
- Adoption24
- Hype gap+22
- Incentives68
- Confidence52