NVDA H20 Demand Stronger Than Expected - Morgan Stanley
Posted: Jul 02, 2024
- Large hyperscalers in China are buying NVIDIA's H20 chips for AI computing needs - The H20 chip's performance is lower than the H100, but can reach 50% of H100's performance when connected in a cluster - Analysts suggest the price of H20 chips could be 50% of H100 - The AI race is on, with NVIDIA potentially dominating - $NVDA stock should be considered for long-term investing positions
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