Core Insights - Nvidia's CEO Jensen Huang revealed that the company is negotiating with the U.S. government regarding the export of a new AI chip to China, named B30A, which is expected to outperform the previous H20 chip [1] - The H20 chip was designed as a "downgraded" version of Nvidia's flagship H100 chip, complying with U.S. export controls, and its performance is only 15%-30% of the H100 [1] - The U.S. government previously prohibited Nvidia from selling the H20 chip in China without permission, but later allowed sales under specific conditions, including a 15% revenue share to the U.S. government [1] Group 1 - Nvidia is developing a new AI chip, B30A, for the Chinese market, which is based on the latest Blackwell architecture and is expected to have half the original computing power of the flagship B300 chip [2] - The B30A chip will feature high bandwidth memory and Nvidia's NVLink technology for high-speed data transfer between processors, contrasting with the older Hopper architecture used in the H20 chip [2] - Nvidia has instructed key suppliers, including Samsung and Anker, to halt production related to the H20 chip amid ongoing U.S. export control measures against China [4] Group 2 - The Chinese Ministry of Commerce has emphasized the need for the U.S. to abandon zero-sum thinking and to remove unreasonable trade restrictions against China, advocating for a cooperative approach to maintain a stable global semiconductor supply chain [4]
黄仁勋:想对华销售新型特供芯片,正在与美国政府磋商