Nvidia Reportedly Developing A New Version Of Its Flagship AI Chip For Chinese Market Amid US Export Restrictions
Nvidia Reportedly Developing A New Version Of Its Flagship AI Chip For Chinese Market Amid US Export Restrictions
Nvidia Corp. (NASDAQ:NVDA) is reportedly in the process of creating a new AI chip, designed to comply with U.S. export controls, specifically for the Chinese market.
據報道，英偉達公司（納斯達克代碼：NVDA）正在開發一款全新的ai芯片，旨在遵循美國出口管制，專門爲中國市場設計。
What Happened: According to anonymous sources, Jensen Huang's Nvidia is teaming up with Inspur, a significant distribution partner in China, to launch and distribute the new chip, provisionally named "B20." The chip is a part of Nvidia's "Blackwell" series, launched in March, and is set to be mass-produced later this year, Reuters reported on Monday. The B200, a chip within the series, is said to be 30 times faster than its predecessor at certain tasks.
據匿名消息人士透露，黃仁偉的英偉達與中國重要的分銷合作伙伴合力推出和分銷新發布的名爲“B20”的芯片，該芯片是英偉達於今年三月份推出的“Blackwell”系列的一部分，計劃於今年晚些時候開始大規模生產，據路透社週一報道。該系列中的“B200”芯片在某些任務上被稱爲比其前身快30倍。
This development follows Washington's decision to tighten its controls on semiconductor exports to China in 2023. Since then, Nvidia has created three chips specifically for the Chinese market. The new chip could enhance Nvidia's efforts to combat competition from Chinese tech giant Huawei and Tencent-backed startup Enflame.
此舉是在美國決定在2023年加強對對華半導體出口管制後的一種發展。自那以後，英偉達爲中國市場專門推出了三款芯片。這款新芯片可以增強英偉達的努力，以對抗來自中國科技巨頭華爲和騰訊支持的創業公司Enflame的競爭。
China contributed to roughly 17% of Nvidia's revenue in the year ending January, a decrease from 26% two years prior, due to U.S. sanctions. Despite a slow start, Nvidia's most advanced chip for China, the H20, is anticipated to sell over 1 million units this year, generating over $12 billion, as per research group SemiAnalysis.
由於美國製裁的影響，截至今年1月份，中國對英偉達的營業收入貢獻約爲17%，比兩年前的26%有所下降。儘管初步銷售緩慢，英偉達針對中國的最先進的H20芯片預計今年將銷售超過100萬臺，收入超過120億美元，這是由調研機構SemiAnalysis預測的。
It is widely expected that the U.S. will continue to apply pressure on semiconductor-related export controls, with initial plans to impose restrictions around the most advanced AI Models.
衆所周知，美國將繼續施加對半導體相關出口管制的壓力，並計劃在最先進的人工智能模型方面施加限制。
Nvidia has yet to respond to the queries sent by Benzinga.
英偉達尚未回覆Benzinga的查詢。
Why It Matters: The development follows another report that revealed Google and Microsoft are providing Chinese companies access to Nvidia AI chips through data centers outside China, despite U.S. restrictions. This was seen as a workaround to the Biden administration's restrictions aimed at preventing Chinese firms from utilizing U.S. technology for artificial intelligence, particularly advanced semiconductors.
這一發展跟隨另一份報告，揭示了Google和Microsoft通過位於中國之外的數據中心爲中國公司提供了訪問英偉達AI芯片的機會，儘管美國政府的限制。這被視爲規避拜登政府的限制的一種解決方法，目的是防止中國企業利用美國技術進行人工智能，特別是先進半導體方面。
In July, Nvidia was on track to sell $12 billion of artificial intelligence chips in China this year despite the U.S. export controls.
今年7月，儘管美國出口管制，英偉達仍在中國銷售120億美元的人工智能芯片。
Back in May, the Chinese government had urged its tech giants to reduce their reliance on foreign-made chips, particularly those from Nvidia, and increase their purchase of domestic AI chips.
今年5月，中國政府曾敦促其科技巨頭減少對外國芯片的依賴，特別是來自英偉達的芯片，並增加其購買國產人工智能芯片的數量。