Two major tech giants are making moves on Nvidia's latest H200 AI accelerators. After Washington greenlit chip exports recently, both ByteDance and Alibaba quickly jumped to secure orders for these high-performance units. Industry insiders reveal the firms are now in a holding pattern, waiting for regulatory clearance from Beijing before finalizing their purchases. The H200 represents a significant leap in AI computing power, and these companies clearly see it as crucial for their infrastructure needs. Timing here matters—getting early access could reshape competitive dynamics in the AI race.