2025-12-10 17:15:22

Two Chinese tech giants are making moves on advanced AI hardware. Following the Trump administration's recent decision to ease export restrictions on certain high-performance chips to China, ByteDance and Alibaba have reportedly begun procurement processes for Nvidia's H200 AI accelerators. Industry insiders say both companies had been positioning themselves for this opportunity but are still awaiting final regulatory sign-off from Chinese authorities before completing transactions. The H200 represents a significant leap in AI computational capability, and access to these chips could reshape the competitive landscape for AI development in the region. This development highlights how shifts in trade policy can rapidly influence corporate strategy in the semiconductor space.

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NonFungibleDegen

· 2025-12-12 00:25

ngl this is actually massive... bytedance and alibaba just speedrunning to ape in on H200s the second regulations loosen up. probably nothing but like... this could genuinely reshape everything? gonna be watching the tokenomics of this play out fr fr ser

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RetiredMiner

· 2025-12-11 12:30

NGL, as soon as the policies loosened, everyone started to move. ByteDance and Alibaba are betting on the policy trend.

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JustAnotherWallet

· 2025-12-10 17:39

Once the NGL policy relaxes, it happens so quickly. ByteDance and Alibaba have already been itching to make a move.

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SatoshiChallenger

· 2025-12-10 17:35

Ironically, as soon as the ban is relaxed, everyone rushes in, and they still talk about "constant planning" [sneer] Data shows that such policy swings often lead to short-term volatility, but long-term success depends on technological strength I'm not trying to argue, but when was the last time the US "relaxed" regulations? And what was the outcome? Objectively speaking, short-term gains in chip manufacturing may be possible, but there's still a gap in ecosystem and talent Interestingly, everyone is betting on policies remaining friendly, but the risks are just too high Lesson from history: Don't use political games as a long-term strategic pillar Want to see this joke half a year from now? How long this move can last, no one really knows

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ChainDoctor

· 2025-12-10 17:31

Haha, now ByteDance and Alibaba are going to compete again. Whoever manages to get the H200 first wins.

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ApeWithAPlan

· 2025-12-10 17:31

NGL's policy change is really fast, why did Byte and Alibaba move so quickly

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HodlVeteran

· 2025-12-10 17:20

Oh no, once the policies loosen up, the big companies will start going all in. How many times have I seen this show happen before? Wait, do we still need regulatory approval? That's the real key. Don't celebrate too early. This is how I got burned when I was trading chip concept stocks. When the policy winds change, the ones who pick up the pieces are always the leeks. ByteDance and Alibaba are playing their cards well, but I won't believe anything until this matter is fully settled. The real big show is still ahead. Let's just wait and see who can truly get on board.

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