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China\'s big tech accelerates move away from Nvidia even as H200 availability floated

China\'s big tech companies said they will step up production and adoption of their own AI chips this year, accelerating localisation of key AI infrastructure parts even as a possible return by Nvidia to China is being discussed. Tencent and Alibaba outlined plans to expand use of China-designed semiconductors and in-house chips. Reuters reported U.S. approval for some H200 purchases, but supply remains unclear, and Chinese firms may not place orders.