Most Chinese companies will avoid Nvidia Gpu and as much american tech they can now when it comes to serving AI as now they know it can be stopped any time by the US or maybe even their own government so the risk premium is too high. They might still use Nvidia to build the models but not for running them and serving to customers

Up to the H200 iirc, but they haven't made a purchase yet afaik. The experts in such things believe if they do make a purchase, it will be a token one. Xi is pushing hard for indigenous production, not becoming "hooked" to American Ai chips like some (not so bright people) think we can cause to happen.