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Deep & Emerging Tech·August 28, 2026·1 min read

Nvidia ships first H200 chips to China, but expects no data-centre revenue from them

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H200s landing in China while Nvidia guides to essentially zero China data-centre revenue means compliance, not growth, is driving those shipments. If you’re a Chinese AI builder, assume constrained, episodic access to top-tier GPUs and architect for scarcity—quantization, smaller models, and hybrid stacks.

Deep & Emerging Tech

Guest Post: Quantum Readiness Starts With the Infrastructure We’re Building Today

Quantum readiness is shifting from lab timelines to data-center design choices—power, cooling, interconnect, and security you deploy now will constrain how easily you plug in QPUs later. If you’re planning new facilities or long-lived infra contracts, add quantum-capable networking and crypto migration to the requirements list, even if your use cases are 5–10 years out.