Blackwell和Rubin芯片也将卖给中国？

Core Viewpoint - Nvidia's CEO Jensen Huang emphasized the need for timely product releases, including the Blackwell and Rubin chips, to maintain competitiveness in the Chinese market, especially as the H200 product awaits sales approval in China [1][2]. Group 1: Market Dynamics - Nvidia is facing increasing competition from Chinese rivals, including Huawei and various startups, which Huang described as "strong competitors" [1]. - The Chinese tech market is vibrant, with many startups achieving significant growth, indicating a robust industry [2]. Group 2: Product Development and Approval - Nvidia has ramped up production of the H200 chips for the Chinese market while awaiting approval from both Washington and Beijing [2]. - The company is actively working on securing U.S. export licenses for the H200, with CFO Colette Kress stating that the U.S. government is making efforts to expedite this process [2]. Group 3: Sales Strategy and Expectations - Huang anticipates that procurement orders will clarify the situation regarding H200 sales, expecting no major announcements but rather a focus on orders from buyers [3]. - Following the tightening of AI chip export restrictions by the Biden administration, Nvidia introduced the H20 chip, a scaled-down version of the H100, specifically for the Chinese market [3]. - Nvidia agreed to pay 15% of H20 sales revenue to the U.S. government as part of the conditions for selling downgraded chips to China [3].