Beijing has finally blinked in its semiconductor standoff, handing tech giants ByteDance and Tencent a combined 20,000 Nvidia H200 AI processors.
The deliveries mark the first meaningful thaw after months of regulatory gridlock, according to a Financial Times report.
ByteDance and Tencent each took delivery of roughly 10,000 units in recent weeks, with several other domestic tech firms slated for similar allocations. The move comes as Chinese developers sprint to keep pace with cutting-edge U.S. systems like Anthropic’s Mythos 5, narrowing the frontier gap following recent model releases from Moonshot, Alibaba, and DeepSeek.
While Washington…
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