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![zephyr_z9 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1695126229446479872.png) Zephyr [@zephyr_z9](/creator/twitter/zephyr_z9) on x 6587 followers
Created: 2025-07-19 02:32:04 UTC

6-7 GPU startups in China in 2026
As long as H20E is supplied to China, Nvidia will own the inference market in China as HBM3E is banned for exports and CXMT can't supply HBM3E before 2027


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**Related Topics**
[inference](/topic/inference)
[china](/topic/china)
[gpu](/topic/gpu)
[$nvda](/topic/$nvda)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/zephyr_z9/status/1946397599025803711)