NVIDIA continues important AI chips to China
NVIDIA continues important AI chips to China
nvidia ( nvda ) has announced that it will resume the sale of his H20-kunstliche-intelligenz chips. This is done just a few days after the company's CEO, Jensen Huang, met during a visit to Beijing with the US President Donald Trump.
US export controls and effects on Nvidia
The focus of the US export controls that aim to keep the most advanced chips out of the hands of China, because there are concerns about national security. The US-NOTED company estimated that these restrictions could have a negative impact on its turnover by up to $ 15 billion.approval applications and hopeful prospects
nvidia submitted applications to the US government in order to be able to resume the sales of the H20 graphics processor (GPU) to China, and expected to receive the necessary licenses soon. In a message, the company said: "The US government has assured NVIDIA that the licenses will be granted and Nvidia hopes to be able to start delivering soon."
Application of new chip models in China
nvidia criticized the export restrictions imposed in April in April, which stopped the sale of the H20 chip to China. The company has also developed a new model that is specially tailored to the regulatory requirements of the Chinese market.
growing interest in the Chinese market
Jensen Huang will hold a press conference in Beijing on Wednesday while participating in a trade fair for supply chains. This is his second visit to China after a trip in April, where he emphasized the importance of the Chinese market. "The Chinese market is huge, dynamic and highly innovative, and it is also home to many AI researchers. Therefore, it is crucial for American companies to establish a basis in the Chinese market," said Huang to the Chinese state TV CCT on Tuesday.
competition and challenges
nvidia is faced with increasing competition between Chinese technology gends such as Huawei and other manufacturers of graphics processors who work in AI training software. Nevertheless, there is still a strong demand for Nvidia chips, since the company's Cuda Computing platform is very attractive.
political considerations and geopolitical tensions
Huang’s visit is closely observed in both China and in the USA; Last week, two bipartisane senators sent a letter to the CEO with the request to avoid meetings with companies that work with military or intelligence agencies. It is expected that Huang also stays away from companies that are on the US list for restricted exports.
changes in the geopolitical landscape
The decision to resume the sale of the H20 chips falls into a phase of relaxation between Washington and Beijing. China has loosened the controls over exports less frequently, while the USA Chip design software services in China have made it possible.
The H20 chip and its market development
The H20 chip was specially developed for the Chinese market after the end of 2023 US export restrictions were imposed for national security reasons. The AI chip was in China until its factual ban in Washington in April Nvidia's powerful, legally available product in China. The ban caused NVIDIA 5.5 billion US-dollar Huang explained that the company also had to do without $ 15 billion.
new developments in the AI area
nvidia has announced the development of a new AI chip called RTX Pro GPU, which was specially designed for China. The company describes this model as "completely conformed" with the US export controls and suitable for applications in the field of digital twins, for example in intelligent factories and logistics.
market shares and sales of nvidia
in the financial year that ended on January 26, China achieved sales of $ 17 billion for Nvidia, which is 13% of the company's total sales. Huang has repeatedly pointed out that China is an important market for the growth of Nvidia.
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