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SemiAnalysis: Nvidia is set to sell $12B worth of H20 chips in China in 2024, or 1M+ units; Huawei expects to sell ~550,000 units of Ascend 910B chips in 2024 (Financial Times) https://ift.tt/AtcKLNZ

Financial Times:
SemiAnalysis: Nvidia is set to sell $12B worth of H20 chips in China in 2024, or 1M+ units; Huawei expects to sell ~550,000 units of Ascend 910B chips in 2024  —  Chipmaker set to surpass China sales by local rival Huawei by selling product designed to fall outside of export restrictions



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