英伟达承认H20存后门,将为中国定制B30A芯片

Core Viewpoint - Nvidia has acknowledged the need to customize AI chips for China, with a new model tentatively named B30A, which aims to regain trust in the Chinese market after concerns over the H20 chip's security vulnerabilities [1][2]. Group 1: Product Development - The B30A chip is based on the latest Blackwell architecture and features a single-chip design, with original computing power approximately 50% of the US version B300 [1]. - The B30A chip's effective computing power can be enhanced to 1.3 times that of the H20 in mixed precision training scenarios due to its dynamic precision adjustment technology [2]. - To comply with US export control regulations, the B30A's physical bandwidth is precisely controlled within a threshold of 1.2 TB per second, utilizing frequency division transmission technology [2]. Group 2: Market Dynamics - Nvidia's decision to launch the B30A reflects the dual pressures it faces in the Chinese market: tightening US regulatory policies and the advancement of domestic Chinese chip development through reverse engineering of the H20 architecture [2][3]. - The importance of self-sufficiency in the chip industry is increasing, with Chinese companies actively promoting domestic production across the entire process from architecture design to packaging and testing [3]. - The success of the B30A in regaining user trust in the Chinese market will depend on its performance in practical applications, as both technological advancement and security are critical in the ongoing competition for computing sovereignty [3].