TrendForce: NVIDIA H20 export ban lift helps release demand, expected that the proportion of purchased chips in China's AI market will rise to 49%
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TrendForce expects that the United States will allow NVIDIA to resume sales of the H20 GPU to the Chinese market, which will drive the proportion of purchased chips in China's AI market to rise to 49%. The resumption of H20 supply will stimulate demand for AI and cloud services, especially as large CSPs prioritize building data centers. NVIDIA will also launch the RTX PRO 6000 special edition to meet diverse application needs. It is expected that H20 will be favored, with an increased proportion of HBM consumption, but market development will still be affected by international circumstances, leading to uncertainties
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