GPU giant NVIDIA just posted a 1.2% share gain following news that the company is gearing up to start shipping its H200 chips to China by mid-February. For the mining and AI compute crowd, this matters—H200s pack serious performance upgrades over previous generations, which could reshape mining economics and hardware ROI calculations across different regions. The timing is particularly interesting given current restrictions on advanced chip exports to China. Essentially, more H200 availability translates to stronger competition in the GPU market, potentially putting downward pressure on chip prices and affecting mining profitability margins. Worth monitoring if you're evaluating hardware investments for the next cycle.