Technology and all things interesting @FT in HK. Returning to journalism (ex BBG) after a decade as investor/entrepreneur. Still an idealist. Opinions mine.
Scoop: China eases limits on Nvidia H200 chips
* ByteDance & Tencent received ~10K H200s; more to expect shipments of similar size
* Beijing tells cos to keep majority in HK (total H200 stock ~500k) but city lacks capacity to support use