China talk say make dem no use Nvidia H20 chips because security fit get risk
China government don tok say make all government owned and linked companies no use Nvidia H20 chips because dem get security backdoor wahala. The instruction wey dem send by letter no ban the chips but e dey put pressure on companies make dem reduce use of these US-approved AI chips. Even though demand still dey Asia, people dey see H20 as old and e get security fear after Beijing talk say Nvidia put remote tracking inside am. US export law still charge up to 15% from Chinese sales money as license fee for Nvidia H20 and AMD chips. China dey encourage local semiconductor chip as solution. Experts talk say local chips dey improve but dem no get as many uses like foreign ones. Some companies don already reduce how dem dey buy H20, show say market dey change because of global technology wahala.
Neutral
Even though di guidance against Nvidia H20 chips dey show say geopolitical tension dey rise and fit put pressure for Nvidia hardware sales for China, e no go too affect cryptocurrency market directly. Crypto trading dey rely more on computing power pass particular GPU model, and alternative sources still dey available. Dis move fit small raise hardware cost or slow down AI-driven trading innovation, but crypto liquidity and asset prices no go change well well. So, short-term reaction suppose small, and long-term blockchain development still go dey focus on network fundamentals instead of individual chip supply wahala.