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The supply chain of an Nvidia H200 chip and 20 more accelerators [OC]

NEUTRAL by u/eugenehp | May 29, 2026 | 1↑ 1 comments | 30 views | VIEW ON REDDIT

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AI SUMMARY — Post presents an open-source analysis of supply chain networks for Nvidia H200 chips and 20+ accelerators, building on previously published work. Educational content focused on supply chain visualization rather than investment thesis or trading position.

TICKER	NVDA	USER	u/eugenehp
RATING	NEUTRAL	ENTRY	$214.25
POSITION	46 sh SYN	BOOK VAL	$9855.50
CURRENT	$218.36	P&L %	+1.92%
CURR VAL	$10044.56	P&L $	+189.06

Inspired by work published in this subreddit yesterday.

But this time it's fully open source on github.

Enjoy!