H20还没证明“清白”，英伟达又要在华推新版特供？

Core Viewpoint - Nvidia is developing a new AI chip for the Chinese market, named B30A, which is expected to outperform the recently approved H20 chip, despite having only half the original computing power of Nvidia's flagship B300 chip [1][4]. Group 1: New Product Development - Nvidia is reportedly working on the B30A chip based on the Blackwell architecture, which will feature a single-die design and is expected to have high bandwidth memory and NVLink technology for fast data transfer [1]. - The B30A chip's specifications are not finalized, but samples are expected to be delivered to Chinese customers for testing as early as next month [1]. Group 2: Regulatory and Market Context - Nvidia has stated that all products offered are fully approved by relevant authorities and are intended for beneficial commercial use [2]. - Despite claims of full approval, sources indicate that regulatory approval from U.S. authorities is not guaranteed [4]. - Nvidia and AMD have agreed to pay 15% of their revenue from chip sales in China to the U.S. government in exchange for export licenses, a move confirmed by former President Trump [4][5]. Group 3: Market Dynamics and Competition - The H20 chip, designed as a "downgraded" AI accelerator for compliance with U.S. export controls, has a performance level of only 15%-30% compared to the flagship H100 chip, yet it accounts for 80% of Nvidia's revenue in China [4]. - Following the lifting of the sales ban on the H20 chip, the Chinese market's response has been lukewarm, reflecting a shift towards self-sufficiency in semiconductor supply chains [5][6]. - Domestic GPU manufacturers are capitalizing on the gap left by Nvidia and AMD, with the market share of domestic computing power in China's data center accelerator market increasing from 14% to 34.6% from 2023 to 2024 [6]. Group 4: Security Concerns - The H20 chip has been flagged for potential security vulnerabilities, leading to scrutiny from Chinese authorities regarding its safety for users [7]. - There are concerns that the U.S. may have previously considered implementing "backdoors" in AI chips, which could affect the trustworthiness of products like the H20 chip in the Chinese market [7]. - Industry experts suggest that the unresolved security issues surrounding the H20 chip will likely hinder its sales in China, especially among state-owned enterprises and those involved in national security [8].