H&H International Investment Boosts Nvidia Stake by 6.6M Shares - The Globe and Mail

H&H International Investment LLC, managed by Miltos Bossinis, recently increased its stake in NVIDIA Corporation (NVDA) by 6,606,675 shares, signaling strong market confidence in the company's future ... Read original →

H&H’s substantial stake increase in NVIDIA reflects not just financial optimism but a strategic bet on the irreplaceability of its AI chip ecosystem. Technologically, this accelerates co-evolution across GPUs, optical interconnects, and advanced packaging—pressuring TSMC to expand CoWoS capacity and raising HBM supply barriers. On compliance, U.S. export controls force NVIDIA into China-specific SKUs, yet Chinese clients are already pivoting to Ascend and Cambricon, embedding geopolitical friction into R&D overhead. Competitively, AMD and Intel retreat from head-on battles, focusing instead on edge AI and custom silicon, while Broadcom leverages VMware to build a software-defined moat. Over the next 12–24 months, CUDA’s dominance in training will hold, but fragmented inference workloads will empower regional players—particularly in Taiwan, China and mainland China—where state-backed AI chip firms will cultivate alternative ecosystems, eroding NVIDIA’s pricing power outside U.S.-aligned markets.