In response to U.S. export restrictions, NVIDIA may launch an improved version of AI chips in China

Drive China News on November 9, 2023. According to domestic media reports, NVIDIA may launch the latest improved version of AI chips in China. Supply chain news revealed that Nvidia has developed the latest improved series of chips for China: HGX H20, L20 PCle and L2 PCle. These chips are improved from H100 and may be announced as soon as the 16th of this month. Domestic manufacturers will get the products as soon as possible. However, Nvidia has not yet responded to this matter.

Last month, the United States suddenly announced that the latest AI chip controls would take effect early, causing Nvidia to have to interrupt the supply of some ongoing orders. Nvidia said the impact applies to shipments of products with a "total processing performance (TPP)" of 4800 or higher and designed or sold for data centers, namely the A100, A800, H100, H800 and L40S. The United States reportedly notified Nvidia in a letter last month that new export restrictions on the sale of high-end chips to countries including China are "effective immediately"

The question now is, starting from November 17, will Nvidia’s GeForce RTX 4090 graphics card no longer be exported to mainland China? Some people in the industry bluntly said that it is generally believed that the popularity is H100>A100>A800. A800 is mainly aimed at the Chinese market and is a "castrated version" of A100. H100 is a bit more advanced than A100. There is also an H800 which is known as the “castrated version of H100”. During this sensitive period, China will continue to pay attention to how Nvidia responds to export restrictions.

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