Shifting demand eventualities
What stays unclear is how a lot demand Chinese language corporations will truly generate, given Beijing’s current efforts to steer its tech firms away from US chips.
Charlie Dai, VP and principal analyst at Forrester, stated renewed H200 entry is more likely to have solely a modest affect on world provide, as China is prioritizing home AI chips and the H200 stays beneath Nvidia’s newest Blackwell-class techniques in efficiency and attraction.
“Whereas some allocation stress could emerge, most enterprise clients exterior China will see minimal disruption in pricing or lead instances over the subsequent few quarters,” Dai added.
Neil Shah, VP for analysis and accomplice at Counterpoint Analysis, agreed that demand could not surge, citing structural shifts in China’s AI ecosystem.
“The Chinese language ecosystem is catching up quick, from semi to stack, with fashions optimized on the silicon and software program,” Shah stated. Chinese language enterprises may assume twice earlier than adopting a US AI server stack, he stated.
Others warning that even selective demand from China may tighten world allocation at a time when provide of high-end accelerators stays stretched, and information middle deployments proceed to rise.
