news

한어Русский языкEnglishFrançaisIndonesianSanskrit日本語DeutschPortuguêsΕλληνικάespañolItalianoSuomalainenLatina

Despite the US government's increased control over semiconductors in China, American AI chip giant Nvidia cannot give up the Chinese market.

Titanium Media App reported on July 22:NVIDIA is reportedly co-developing a new flagship AI chip based on the Blackwell architecture for the Chinese market that will comply with U.S. export control regulations. The chip is named "B20." However, the report did not mention the performance or parameter information of the AI ​​chip.

In response to this, NVIDIA told Titanium Media App at noon on July 22 that it would not comment.

It is reported that,At the GTC conference held in March this year, Nvidia CEO Jensen Huang officially launched a new generation of AI graphics processors (GPUs) called the Blackwell architecture. This architecture platform is capable of building and running real-time generative AI on large language models (LLMs) with trillions of parameters. The world's most powerful AI chip GB200 based on this architecture uses TSMC's 4nm process and covers 208 billion transistors. B200 is 30 times faster than its predecessor in some tasks and is expected to be mass-produced as early as September this year.

Huang Renxun said that AI chips using the Blackwell architecture are expected to start delivery in the second quarter, and will be delivered on a large scale in the third quarter. Data centers will be able to run on new products in the fourth quarter, and new products will bring a lot of revenue this year. He also emphasized that the market is currently in short supply of AI computing power, and the demand for products based on the previous generation of Hopper architecture will increase.

However, affected by the new export control regulations of the U.S. Department of Commerce (BIS), the Chinese market has always been a worrying area for Nvidia's sales.

On March 30 this year, the United States upgraded its chip export ban on China, stating that it would adopt a "case-by-case review" policy and rules for AI semiconductor products exported from China, comprehensively restricting the sales of Nvidia, AMD and more advanced AI chips and semiconductor equipment to China.

In the first quarter results of fiscal year 2025 ending April 28 released in May this year,In the data center business, Nvidia's revenue share from Chinese customers has dropped from 19% in fiscal 2023 to a mid-single-digit percentage (5%) in fiscal 2024.。

At the earnings conference, Huang Renxun said that due to technical limitations, China's data center business has been significantly reduced, and will continue to serve Chinese customers to the greatest extent possible.Our data center revenue in China was down significantly from the levels prior to the implementation of new export control restrictions in October.”

"We have customers who deserve our respect, and we will do our best to serve every customer. Our business in China has indeed declined a lot compared to the past. Due to technological limitations, competition in China is now more intense. These are facts." Huang Renxun promised that NVIDIA will continue to do its best to serve customers in the Chinese market and will do its best to do its best.

Earlier, Xinhua News Agency's Global Magazine and China Business News reported that Nvidia is expected to deliver more than 1 million customized H20 chips in China this year, with each H20 chip priced between $12,000 and $13,000, with a total sales value of about $12 billion. Huang Renxun once said that he hopes to maximize Nvidia's business in China with the help of the new chip.

Previously, a market report stated that due to the higher memory capacity, the manufacturing cost of H20 will be higher than H100, so the price of H20 is about half of H100, and Nvidia has compromised on profit margins. Morgan Stanley, a well-known investment bank, also stated in a report that the demand in the Chinese market is strong and Nvidia cannot give up the sales revenue of H20 chips.

Huang Renxun once emphasized that the special edition AI chip he developed will fully comply with the requirements of US export controls on China and will maximize Nvidia's business in China.

(This article was first published on Titanium Media App, author: Lin Zhijia, editor: Hu Runfeng)