Concept Concept Tracking | NVIDIA H20 Chip Faces Trade Restrictions, Institutions Bullish on the Rise of Domestic Computing Power (with Concept Stocks)

NVIDIA stated in a document on Tuesday that quarterly expenses related to exporting H20 graphics processors to some regions and countries are about $5.5 billion. In a document, NVIDIA stated that on April 9, the U.S. government informed the company that it would need licenses to export chips to certain countries and regions. NVIDIA's document is the strongest indication so far that the company's overall growth may slow down due to increased restrictions on the export of its chips. The U.S. government stated that NVIDIA's chips can be used to manufacture military supercomputers. The unpredictable policy changes of the United States will only accelerate the demand for domestic internet companies to purchase domestically produced chips. Institutions believe that there is a huge gap in chips according to the big factory CAPEX planning and chips that have already arrived. EB SECURITIES pointed out that ASIAINFO TECH's AI large-scale model delivery business is expected to bring in 200-300 million RMB in revenue by 2025, and the potential order size in the future is expected to reach several billion RMB. This collaboration not only brings new business growth points for ASIAINFO TECH, but also provides a broader opportunity for the application of large models in various industries. Through cooperation with partners such as Alibaba Cloud, ASIAINFO TECH helps hundreds of government and enterprise customers convert cutting-edge large model capabilities into advanced productivity, becoming a leading enterprise in large model application delivery. Domestic computing power integrated machine concept in Hong Kong: ASIAINFO TECH (01675): Collaborating with Alibaba Cloud to launch a "computing power + platform + application + service" integrated large model integrated machine solution, aiming to provide industries with a "plug-and-play" large model software and hardware integrated full-process product service from demand analysis, planning and design to private deployment. ASIAINFO TECH was the first to release YuansiIndustry Large Model in 2024, covering the entire cycle from large model research and development to application landing, helping enterprises efficiently complete one-stop intelligent transformation. In the same year, ASIAINFO TECH became Alibaba Cloud's first "government-enterprise industry large model innovation center" unit, and the two sides jointly established the first "large model application service alliance" in China with industry associations, consultancy firms, computing resource providers, and multiple industry leaders.