26.0% chaos · simmering
power moves
1 sources
Look SMCI,how about Dell, Asus, Quanta Computer all smuggling B300,H200 to Shenzhen to sell. China want latest but not old H100 or H200.
What happened
Multiple sources are reporting: Look SMCI,how about Dell, Asus, Quanta Computer all smuggling B300,H200 to Shenzhen to sell. China want latest but not old H100 or H200..
Why people care
Reported by r/wallstreetbets.
Sources
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