Huang Renxun's next public appearance to include H200 supply update by H2 2026

Huang Renxun's visit is reported to have boosted H200 supply bets in China. Given the urgency and visibility of these discussions, his next major public appearance (e.g., keynote or conference) is likely to include an update on H200 supply by June 2026.

Implied probability (Yes)

60%