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Mario Nawfal: Nvidia offers new Vera AI chips to China after export ban
Mario Nawfal, founder & CEO at IBC Group, reports that Nvidia has found a way to continue business with China despite a ban on H200 chip exports.
According to Nawfal, Nvidia is now taking orders from Chinese customers for its new Vera AI data center CPUs, with deliveries possible as early as August 2026. The pricing for the Vera chip starts at $20,000 per unit, while a full rack of 256 chips is priced at around $10 million.
Nawfal has previously tracked significant movements in the technology and energy sectors. He reported that a SpaceX IPO filing triggered sharp gains in space and satellite stocks. Nawfal also noted that Iran’s suspension of negotiations led to a surge in WTI crude prices and a drop in the S&P 500.
This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.
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