Nvidia Develops Custom Chips for China Amid Export Ban
- Nvidia plans to launch a custom AI chip for China based on its Blackwell GPU lineup after new export restrictions in 2025.
- This move follows US export bans on Nvidia's best-selling H20 AI accelerator, which disrupted its sales and market position in China.
- Nvidia's CEO Jensen Huang visited Beijing in mid-April to assure key customers like Alibaba, ByteDance, and Tencent of continued support despite challenges.
- The export curbs on H20 chips could cost Nvidia about $5.5 billion, while the company said a sample of the new China-specific chip may be ready by June.
- Nvidia aims to comply with US regulations while maintaining its presence amid rising domestic competition from firms like Huawei in China’s AI market.
25 Articles
25 Articles
NVIDIA may launch new export-compliant AI chip samples in June · TechNode
NVIDIA is redesigning its AI chips to comply with US export restrictions on China. According to The Information, the company has informed major Chinese clients—including ByteDance, Alibaba, and Tencent—of the changes. CEO Jensen Huang personally delivered the message during a mid-April visit to Beijing, according to the report. The move follows the US government’s decision to add NVIDIA’s H20 chip—the most advanced model allowed for sale in Chin…
Nvidia and Anthropic Clash over AI Chip Exports to China
AI giant Nvidia and startup Anthropic are engaged in a rare public dispute over U.S. chip export restrictions set to take effect on May 15. The restrictions are designed to keep powerful AI chips out of the hands of the Chinese.
Nvidia Reportedly Designing New AI Chips For Alibaba, ByteDance, Tencent After Jensen Huang-Led Company Warned US Export Ban On H20 Could Cost $5.5 Billion - Alibaba Gr Hldgs (NYSE:BABA), NVIDIA (NASDAQ:NVDA)
Nvidia is developing new AI chips for Alibaba, ByteDance, and Tencent in response to U.S. export restrictions on its H20 chip, which could cost the company $5.5 billion.
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