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.
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StableBoi
· 2025-12-24 13:01
Now chip prices need to be pushed down, and miners have to recalculate their accounts.
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HashRatePhilosopher
· 2025-12-24 09:18
H200 is coming, and the price should drop, right? We need to pay attention to this wave; the profit margin for mining is about to be squeezed again.
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SchrödingersNode
· 2025-12-24 05:58
H200 is here, so graphics card prices should drop now, right? Mining profit margins are being squeezed again, it's really tough.
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GasGuzzler
· 2025-12-22 18:46
Oh no, the H200 is here, and now the Miner has to recalculate
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It's a mix of restrictions and releases, this trap is played smoothly, and the chip prices are likely to plummet
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1.2% is nothing, the key is whether it can really be delivered; let's wait and see what happens next
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Performance improvements are all well and good, but profitability is king; don't be fooled by the data
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The investment risks for the next cycle are too high; it's better to wait and see how the market reacts
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To put it bluntly, competition is intensifying, and the good days for the Miner are about to end
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With news like this being released, there are definitely people building positions behind the scenes.
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.