Mike Shepard

And that would certainly not go anywhere near meeting the huge demand that Jensen Wang has said that he is getting from Chinese customers.

And we have reported that Alibaba and ByteDance are interested in buying as many as 200,000 chips each.

Now, if we are talking about

all the H200s produced over all time, that would be a much bigger universe, and that would be a much happier outcome for NVIDIA, AMD, and their investors.

So we will have to see exactly how that is interpreted, if that gets spelled out.

Another big question, Carol, is how quickly the government can move to actually process these export requests, because we have been hearing a

over the past year and longer that they are simply running into capacity problems in the bureaucracy of commerce and being able to turn these around.

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Well, the volumes are a little bit unclear as far as what the Chinese government would approve.

But we already are getting some signals, according to our reporting, that companies like ByteDance and Baidu would be interested in buying up to 200,000 Nvidia H200 chips each once those approvals go through.