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中国能效新规或限制英伟达H20芯片销售 威胁其170亿美元在华业务
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中国国家发改委出台数据中心芯片能效新规,若严格执行将禁止企业采购英伟达主力产品H20芯片,目前该芯片未达标但需求仍旺盛,若禁令加码可能迫使中国企业转向华为等本土替代品。