特供中国的阉割版Blackwell-B40的最新信息

Core Viewpoint - Nvidia is launching a new AI chip for the Chinese market, significantly reducing the price compared to the previously restricted H20 model, as a response to U.S. export controls and competition from Huawei [2][3]. Group 1: New Product Launch - Nvidia plans to introduce a new AI chip priced between $6,500 and $8,000, which is a substantial decrease from the H20's price range of $10,000 to $12,000 [2]. - The new chip is based on the Blackwell architecture and utilizes the RTX Pro 6000D server-grade processor along with conventional GDDR7 memory [2]. - Production for the new chip is expected to start in June, following the ban of the H20 model [2]. Group 2: Market Impact and Competition - Following the ban of the H20, Nvidia's market share in China plummeted from 95% to 50%, with Huawei's Ascend 910B chip rapidly gaining market presence [2]. - Nvidia's CEO Jensen Huang warned that continued U.S. restrictions could lead to more Chinese customers shifting to Huawei [2]. Group 3: Financial Implications - The discontinuation of the H20 resulted in Nvidia recording a $5.5 billion inventory loss and forfeiting $15 billion in potential orders [3]. - Nvidia is also planning to mass-produce another Blackwell architecture chip, potentially named B40, aimed at the Chinese market in September [3]. Group 4: Regulatory Challenges - Nvidia is awaiting final approval from the U.S. government for the new product designs, as the company navigates compliance with U.S. export regulations [3]. - Industry analysis indicates that the new U.S. regulations aim to suppress China's AI computing power by limiting memory bandwidth, while Nvidia seeks to find market opportunities by adjusting chip configurations [3].