NVIDIA, AMD may soon start selling new AI chips in China to comply with US restrictions

Core Insights - NVIDIA and AMD are adapting to U.S. restrictions on exporting advanced semiconductor technology to China by launching new AI-focused GPUs for the Chinese market [1][2] Group 1: Product Developments - NVIDIA plans to introduce a simplified AI GPU, codenamed "B20," while AMD is set to release the Radeon AI PRO R9700 workstation GPU targeting AI workloads [2] - NVIDIA is also developing a budget AI chip based on its Blackwell architecture, expected to be priced between $6,500 and $8,000, compared to its H20 GPUs priced at $10,000 to $12,000 [3] Group 2: Financial Impact - NVIDIA reported a $4.5 billion charge in Q1 due to licensing requirements affecting its ability to sell H20 AI chips in China, with an additional $2.5 billion of H20 chips unable to be shipped due to these restrictions [4] - The company anticipates that licensing requirements will lead to an $8 billion revenue impact in Q2 [4]