Nvidia H20 Chip Shortage in China; Soaring Demand Drives Price Hikes
Key Takeaways
- H3C warns of potential Nvidia H20 chip shortages in China due to U.S. export controls.
- Demand for H20 chips surges amid adoption by Tencent, Alibaba, ByteDance; supply uncertain.
- OpenAI expects $12.7B revenue this year, $29.4B next, a significant increase.
- SiCarrier announces its tools can assist China in producing advanced chips.
- Microsoft reportedly pulling back on data center leases in the US and Europe.
Chip Supply Chain
H3C warns of Nvidia H20 chip shortage in China
On March 27, 2025, H3C, a major Chinese server manufacturer, cautioned clients about potential shortages of Nvidia's H20 AI chips due to U.S. export controls and high demand. The company cited supply chain uncertainties and geopolitical tensions, with current inventory nearly depleted and new shipments expected by mid-April, prioritizing distribution based on profit margins.
H20 chip demand surges amid supply uncertainties
On March 27, 2025, it was reported that demand for H20 chips has surged due to the adoption of DeepSeek's AI models by Chinese tech firms like Tencent, Alibaba, and ByteDance. H3C noted that supply plans beyond April 20 face uncertainties, and they will prioritize stable, long-term customers with higher profit margins. An industry source indicated that H20 processors are currently scarce, being sold at higher prices.
SiCarrier: Tools can assist China in advanced chip production
Microsoft reportedly pulling back on data center leases
SK Hynix sees accelerated orders due to US tariffs
AI Breakthroughs
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Security Breaches
Cyber Defense
EV Revolution
Gadget Mania
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Nothing Ear (a) on sale at Amazon for $77.50
On March 26, 2025, The Verge reported that the already inexpensive Nothing Ear (a) are on sale at Amazon starting at $77.50, a new all-time low. Nothing’s entry-level earbuds deliver solid value for the price, combining decent active noise cancellation with enjoyable sound, multipoint Bluetooth pairing, Fast Pair (for Android), and a low-latency gaming mode.