Nvidia's Next China Chip Won't Be Hopper Series
Nvidia CEO Jensen Huang announced that the company's next chip for the Chinese market, succeeding the H20, will not be based on the Hopper architecture. This decision follows U.S. government restrictions on H20 chip sales in China.
Restrictions and Alternatives
Huang stated that further modifications to the Hopper series are not possible to comply with regulations. Nvidia is evaluating strategies to address the Chinese market while adhering to U.S. restrictions.
China's Market Importance
China is a crucial market for Nvidia, contributing $17 billion in revenue, representing 13% of the company's total sales in the last fiscal year. Reuters reported Nvidia's plans to release a downgraded version of the H20 to maintain sales amid rising competition from companies like Huawei.
AI Export Regulations
The U.S. Framework for Artificial Intelligence Diffusion aims to limit AI chip exports. Huang has criticized these regulations, advocating for maximizing the global reach of U.S. technology. Former President Trump intends to cancel the AI diffusion rules.