Nvidia preparing new flagship AI chip version for Chinese market, sources say

TradingKeyJul 22, 2024 6:48 AM

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- Nvidia is developing a version of its latest AI chips, the "Blackwell" series, specifically for the Chinese market to comply with U.S. export controls, in collaboration with distributor partner Inspur.

- The new "B20" chip from Nvidia is set to be faster than its predecessor, the B200, by 30 times in certain tasks like chatbot responses.

- Tightened U.S. export controls on semiconductors to China have prompted Nvidia to tailor chips for the Chinese market, aiming to maintain its competitiveness against local players like Huawei and Enflame.

Nvidia is strategically adapting its flagship AI chips for the Chinese market to adhere to U.S. export controls, collaborating with Inspur to introduce the "B20" chip, set to outperform its predecessor. This move comes amidst increased competition from Chinese tech firms benefiting from tighter export regulations, signaling Nvidia's proactive approach to safeguard its market share in China against local rivals.

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