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Jul 29, 2025, 3:09 am110 pts
Digitimes
The US has eased export restrictions on Nvidia's H20 GPUs to China as part of wider talks tied to rare earth magnet controls, but the move has failed to meet soaring demand from Chinese firms. Jefferies estimates Nvidia holds 600,000 to 900,000 H20 units in inventory, while Chinese demand may reach 1.8 million…
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