Financial Times reports ByteDance and Tencent each received approximately 10,000 H200 processors from Nvidia, with more companies potentially to follow. The H200 chips are at least two generations behind Nvidia's most powerful models restricted by US export controls. Beijing aims to support domestic manufacturers like Huawei while NDRC must approve purchases. Chinese labs including Moonshot, Alibaba, DeepSeek, and Z.ai are advancing models but lag behind US providers on inference capacity.
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