News Nvidia could be readying B30A accelerator for Chinese market — new Blackwell chip reportedly beats H20 and even H100 while complying with U.S. expo...

Tencent just announced in their q2 that they would not be buying anymore h20 since they have enough for training and they will be buying domestic for inference. Likely these chinese companies have been overbuying everything thru legal and illegal channels for the past 4 years. Nvdia has to keep on offering better products as those other domestic firms slowly catch up as well.