Nvidia CEO Jensen Huang confirmed during the GTC conference that the company has officially begun receiving new purchase orders from customers in China. In response to this demand, the semiconductor giant is restarting its manufacturing processes, with a specific focus on the H200 processors. This move highlights Nvidia's strategy to navigate stringent US export controls while maintaining its dominant market share in the Chinese AI sector. The confirmation provides much-needed clarity for investors regarding revenue recovery in a critical geographic region. This development follows earlier reports of major Chinese tech firms, such as ByteDance, seeking to secure advanced chip supplies. The resumption of manufacturing is seen as a bullish signal for Nvidia's growth trajectory in the global AI hardware market.
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