The true story here, he said, “just isn’t whether H200 itself makes or breaks enterprise AI plans. The story is that even legacy silicon is not any longer protected from last-minute policy swings. Enterprises used to fret about whether chips were fast enough or cost-effective enough. Now they must worry whether the foundations will even allow those chips to ship, integrate, or support distant workloads in numerous geographies.”
This creates a brand new category of risk, Gogia said. “It just isn’t technical. It’s regulatory, interpretive, and highly political,” he said. “For enterprise CIOs and procurement heads, it signifies that AI infrastructure can not be built around static assumptions. What matters today just isn’t just the specs of a chip, however the geopolitical narratives surrounding it.”
He added, “when something as structurally stable as a two-year-old GPU may be tossed into policy limbo, that sends a really clear message: infrastructure planning must be engineered for volatility, not only for scale or speed.”