英伟达突围开发中国大陆市场降规芯片 预期B30符合美方规范

Core Viewpoint - Nvidia is developing a new AI chip, the B30, to penetrate the Chinese market despite facing challenges from U.S. export restrictions on AI chips [1][2] Group 1: Nvidia's Strategy - Nvidia aims to create a lower-spec version of its AI chip, the B30, to comply with U.S. regulations while maintaining competitiveness in the Chinese market [2] - The B30 chip is expected to allow local customers to connect multiple chips for enhanced computing performance, with plans to produce over 1 million units this year [1][2] - Nvidia's CEO Jensen Huang emphasizes the importance of the Chinese market, estimating its AI market size to be around $50 billion [1] Group 2: Market Impact - The B30 chip has attracted interest from major Chinese cloud companies such as ByteDance, Alibaba, and Tencent, which could lead to increased outsourcing of AI server manufacturing [2] - Nvidia's decision to develop the B30 is seen as a response to the growing capabilities of China's chip industry, which is approaching U.S. technological leadership [2] - The anticipated price range for the B30 is between $6,500 and $8,000, significantly lower than the previous model H20, which was priced between $10,000 and $12,000 [2]