Reminder that Chris McGuire thinks "Ascend950 is worse than 910C" Just using pure compute #: Each H200 is 989 TFLOPS FP16 in dense performance. 750k -> 742 EFLOPS At end of 2025, China admitted to having 1590 EFLOPS compute in operation. There were 117 operating AIDC & 430 under construction + 480 in advanced planning as of 2026/2, so China's smart compute capacity will easily 2x over this yr & likely more than 2x in 2027. I'm likely underestimating China here. So, there is a reason they have been hesitating on buy just 750k H200s. But according to Chris, these H200 will triple China's AI computing power capacity. I doubt he has even looked into & read how much compute China has. Because if he did, he would have read what I posted by now. If China was desperate for H200, it would have allowed AI labs to buy them by now. it's taking a cautious approach bc it's not desperate. It can wait & make sure the AI labs fully support domestic chip options before taking Jensen's leftover stash.