China's large cloud vendors and Internet companies have little interest in Nvidia's "castrated" chips

It is reported that China's large cloud vendors and Internet companies are not enthusiastic about Nvidia's "castrated" chip H20. Alibaba and Tencent both said that the number of chips they ordered this year will be far less than the Nvidia A800/H800 chips they originally planned to buy. It is reported that Chinese Internet companies placed a $5 billion AI chip order with Nvidia in 2023.