黄仁勋释怀了

Core Viewpoint - Nvidia's H20 chip is expected to resume sales in China after the U.S. government approved its export, indicating a shift in U.S. semiconductor policies that had previously restricted sales to China [2][4]. Group 1: Nvidia's Market Strategy - Nvidia's CEO Jensen Huang emphasized the importance of the Chinese market, stating that missing out on the AI market could lead to significant losses [4]. - The recent approval for the H20 chip's sale to China follows a period of strict export controls, highlighting a potential easing of U.S. semiconductor restrictions [2][4]. - Nvidia's first-quarter revenue from the H20 chip was reported at $4.6 billion, with $2.5 billion in orders unfulfilled due to the export ban, resulting in $4.5 billion in costs from inventory and material commitments [7][9]. Group 2: Impact on Domestic Semiconductor Industry - The demand for H20 chips among domestic AI firms is not currently urgent, but long-term demand remains strong, as the CUDA ecosystem's usability is unmatched by domestic alternatives [14]. - The domestic market for data center acceleration cards is projected to see a significant increase in domestic solutions, with the share rising from 14% to 34.6% from 2023 to 2024 [15]. - Despite the easing of U.S. export restrictions, the uncertainty surrounding U.S. policies has led some domestic manufacturers to prefer local solutions over imported ones [17][18]. Group 3: Future Product Developments - Nvidia plans to introduce various "special edition" products for the Chinese market, including the RTX Pro GPU, which is designed for AI inference and edge deep learning applications [19][21]. - The upcoming B30 chip is expected to have reduced specifications compared to the H100 and H20, potentially impacting its competitiveness in the market [22].