Hongxin Electronics announced that its wholly-owned subsidiary Antonglian secured a large order for Nvidia's new compliant RTX PRO 5500 cards. The note argues this positions Hongxin to benefit from a supply-constrained compute rental market as H20 supply has dried up.
Hongxin Electronics is seen as a key beneficiary of Nvidia's new compliant card cycle, with its Antonglian subsidiary's elite distributor status potentially driving significant revenue and profit growth.
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