The real story here, he said, “is not whether H200 itself makes or breaks enterprise AI plans. The story is that even legacy silicon is no longer safe from last-minute policy swings. Enterprises used to worry about whether chips were fast enough or cost-effective enough. Now they have to worry whether the rules will even allow those chips to ship, integrate, or support remote workloads in different geographies.”
This creates a new category of risk, Gogia said. “It is not technical. It is regulatory, interpretive, and highly political,” he said. “For enterprise CIOs and procurement heads, it means that AI infrastructure can no longer be built around static assumptions. What matters today is not just the specs of a chip, but the geopolitical narratives surrounding it.”
He added, “when something as structurally stable as a two-year-old GPU can be tossed into policy limbo, that sends a very clear message: infrastructure planning needs to be engineered for volatility, not just for scale or speed.”
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