Core Viewpoint - The article discusses the ongoing efforts of Nvidia to customize AI chips for the Chinese market, highlighting the potential pricing and performance differences compared to existing models [2][4]. Group 1: Nvidia's AI Chips for China - Nvidia is reportedly working on a new AI chip for China, which may be priced at two times the cost of the H20 model, potentially reaching $20,000 to $24,000 (approximately 171,000 yuan) [2][4]. - The B30A chip is likely based on the Blackwell B300A design, utilizing TSMC's 4nm process and featuring advanced packaging with 144GB HBM3E and a power consumption of 600W [4]. - Nvidia aims to maintain its market presence in China by promoting its AI chips, as they are superior in performance compared to domestic alternatives [4]. Group 2: Chinese Tech Companies' Interest - Major Chinese tech companies, including Alibaba and ByteDance, are keen to acquire advanced Nvidia AI chips, indicating a strong demand for high-performance computing solutions [4]. - There is a concern that if Chinese developers fully transition to domestic products, it could diminish Nvidia's influence in the market, which is why the company is eager to continue its partnerships [4].
英伟达在华特供AI芯片B30A售价曝光!