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<Research>Citi: Resumption of H20 Chip Supply Boon to GDS Rev., EBITDA Growth
NVIDIA (NVDA.US) is reportedly resuming sales of H20 chips to China and launching new models that meet Chinese market regulatory requirements, Citi said in a research report. This ...
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<Research>Citi: Resumption of H20 Chip Supply Boon to GDS Rev., EBITDA Growth
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NVIDIA (NVDA.US)      is reportedly resuming sales of H20 chips to China and launching new models that meet Chinese market regulatory requirements, Citi said in a research report. This is assumed to benefit the development of the Chinese data center industry.

If NVIDIA successfully sells its backlog of H20 inventory to Chinese cloud service providers, it will create upward potential for the orders, revenue, and EBITDA growth of VNET Group (VNET.US)      and GDS-SW (09698.HK)  +0.100 (+0.269%)    Short selling $66.28M; Ratio 33.683%   (GDS.US)      .

Related NewsJPM: Nvidia (NVDA.US) Resumes H20 Sales to CN, Beneficial for AI Data Center Hosting Firms
Citi maintained a Buy rating for VNET and GDS, with target prices of USD20 and USD51.2 respectively.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2025-07-18 12:25.) (Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)

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