He famous, “the broader implications and potential impacts might sign to enterprise prospects of Nvidia that maybe they don’t want the most recent and biggest GPUs from [them] both to realize acceptable outcomes throughout choose AI workloads. It’s uncertain that Nvidia would fee further manufacturing points for H200 with out China because the buyer prepared to pay a premium value. Different prospects will fortunately buy this inventory in lieu of China.”
And final month, Charlie Dai, VP and principal analyst at Forrester, mentioned renewed H200 entry is more likely to have solely a modest influence on world provide, as China is prioritizing home AI chips and the H200 stays inferior to Nvidia’s newest Blackwell-class techniques in each efficiency and enchantment.
He identified, “whereas some allocation stress might emerge, most enterprise prospects outdoors China will see minimal disruption in pricing or lead instances over the following few quarters.”
H200 now pulled onto the ‘geopolitical chessboard’
Forrester senior analyst Alvin Nguyen mentioned Wednesday that he agrees with Dai’s evaluation, particularly with the latest developments of the US now allowing and China shifting to successfully ban the import of H200 chips.
“That is older AI expertise; it’s nonetheless helpful, however including a premium to it when the Chinese language AI ecosystem is catching up or caught up to what’s being provided will make it a goal for capability moderately than a primary alternative for enterprises in China,” he mentioned.
“For world enterprises with Nvidia of their AI tech stack, it is smart to take care of requirements throughout areas/areas if they can usher in H200s into China,” Nguyen mentioned. “Outdoors of China, this might result in longer lead instances and prices not reducing, however world enterprises are already tormented by uncertainty and can regulate.”
