Chinese technology companies have placed orders for over 2 million Nvidia H200 chips, significantly exceeding the current stock of 700,000 units. In response, Nvidia is urging Taiwan Semiconductor Manufacturing Company (TSMC) to increase production starting in the second quarter of 2026, with initial shipments expected before the Lunar New Year. This surge in demand highlights the growing appetite for AI technology in China, although imports of the H200 chips still require approval from Beijing. The increased demand for Nvidia's H200 chips could impact the cryptocurrency market, as altcoins may react to shifts in hardware availability. Meanwhile, the market's fear and greed index indicates persistent uncertainty. Additionally, ByteDance is considering a 100 billion yuan investment in 2026, contingent on regulatory conditions.