Nvidia is planning to release three new chips for China, according to local media reports. This comes after the U.S. recently blocked Nvidia from selling two high-end AI chips and one gaming chip to Chinese firms. The chips, known as the HGX H20, L20 PCIe, and L2 PCIe, could be announced as early as November 16. Nvidia declined to comment on the report.
Last month, Nvidia, the AI chip giant, announced that new export restrictions imposed by the U.S. would prevent the sale of two modified advanced AI chips, the A800 and H800, which were specifically created for the Chinese market. Additionally, the L40S gaming chip, which was announced in August, would also be affected. The U.S. regulators accelerated the implementation of these restrictions, which took immediate effect on October 24.
Nvidia has dominated over 90% of China’s $7 billion AI chip market. The U.S. restrictions are expected to create opportunities for domestic companies like Huawei Technologies to fill the void left by Nvidia. Chinese internet giant Baidu has already placed a significant order for Huawei AI chips, anticipating the future unavailability of Nvidia chips.
In conclusion, Nvidia’s plans to release new chips for China come in the wake of the U.S. blocking the company from selling certain chips to Chinese firms. This move is expected to create opportunities for domestic companies in China’s AI chip market.
