英伟达将为华供应“降级版”芯片 最快6月开始量产

Group 1 - Nvidia is set to launch a new AI chip based on the Blackwell architecture for the Chinese market, with a price range between $6,500 and $8,000, significantly lower than the previous H20 chip [1] - The lower price point may indicate weaker specifications and simplified manufacturing processes, potentially affecting its competitiveness in China [1] - This launch marks Nvidia's third downgraded chip for China, driven by U.S. export restrictions on high-end chips to maintain its lead in the AI race [2] Group 2 - Nvidia's CEO Jensen Huang emphasized the importance of the Chinese AI market, predicting it could reach $50 billion in the next two to three years, and warned that missing out on this market would be a significant loss [2] - The company faces a projected loss of approximately $5.5 billion due to the new export restrictions that require licenses for future chip exports to China [2] - Nvidia has adjusted its technology standards to guide the development of modified chips, which may lead to significant performance downgrades compared to the original H20, impacting its competitiveness against domestic Chinese chips [3] Group 3 - As of January 26, the Chinese market contributed about $17 billion to Nvidia's revenue, accounting for 13% of total sales [3] - Major Chinese tech companies, including ByteDance, Alibaba, and Tencent, have ordered over $16 billion worth of H20 AI chips in the first three months of the year, raising questions about the appeal of the downgraded version [3]