Core Viewpoint - Nvidia CEO Jensen Huang criticized the U.S. export restrictions on chip sales to China, highlighting concerns over the impact of these measures on the semiconductor industry and global supply chains [1] Group 1 - The U.S. has implemented export restrictions on semiconductor technology to China, which has raised concerns among industry leaders [1] - Huang emphasized that these restrictions could hinder innovation and competitiveness in the semiconductor sector [1] - The comments reflect a growing tension between the U.S. and China regarding technology and trade policies [1]

Core Viewpoint - Nvidia's CEO Jensen Huang stated that the company is reassessing its market strategy in China due to U.S. government restrictions on the export of the Hopper architecture H20 chip to China, and that there will be no further releases of the Hopper series chips in the future [1] Group 1 - Nvidia will not launch any more Hopper series products after the H20 chip [1] - Huang emphasized that the Hopper architecture cannot be adjusted to meet the new market conditions [1]

Core Insights - Nvidia plans to establish a research center in Shanghai to cater to the specific needs of Chinese customers while complying with U.S. export controls [1][3] - The center will focus on customized solutions for Chinese clients and participate in global R&D projects, including chip design validation and autonomous driving technology [1][3] - Nvidia is expanding its research presence in China to maintain its leadership position in this key overseas market, despite concerns over local competitors like Huawei [3] Group 1 - Nvidia's CEO Jensen Huang discussed the Shanghai research center with local officials during his visit to China [1] - The Shanghai government has shown preliminary support for the plan, while Nvidia is lobbying the U.S. government for approval [1] - The research center will not involve sending GPU designs to China for modifications to meet export controls [1] Group 2 - Nvidia aims to recruit top AI talent in China, with multiple job postings for engineers to guide the development of next-generation deep learning hardware and software [3] - In 2024, Nvidia's revenue from China is projected to be around $17 billion, accounting for approximately 14% of its global total [3] - Nvidia's high-end chip sales in China have been severely restricted due to increasing U.S. export limitations [3] Group 3 - Local clients such as ByteDance, Alibaba, and Tencent are monitoring geopolitical developments to assess Nvidia's ability to provide redesigned high-end chips [4] - Despite exploring various options, Nvidia has not finalized any plans due to legal uncertainties [4]

Group 1 - The necessity of defense innovation was emphasized by Eric Schmidt, CEO of Relativity Space, who previously served as CEO of Google [1] - The head of mergers at JPMorgan discussed the current pessimistic outlook among traders [1] - The CEO of NVIDIA addressed the implications of chip export restrictions [1] Group 2 - Matt Gibson, Global Head of Client Solutions at Goldman Sachs, spoke about the uncertainty surrounding tariffs [1] - Emmanuel Roman, CEO of PIMCO, discussed the current levels of U.S. debt [1] - Castle Securities is seeking growth opportunities outside the United States [1] Group 3 - Armen Panossian, Co-CEO of Oak Tree Capital, explored how clients are looking to reduce their investments in the U.S. [1]

Core Viewpoint - Nvidia publicly criticized Anthropic regarding AI chip export restrictions, emphasizing the need for innovation over regulatory constraints [1][2]. Group 1: Nvidia's Position - Nvidia's spokesperson argued that American companies should focus on innovation rather than creating exaggerated narratives about chip smuggling [1]. - The company responded sharply to Anthropic's call for stricter export controls, claiming that such policies hinder competition and that the U.S. cannot rely on regulatory manipulation to win the AI race [2]. Group 2: Anthropic's Stance - Anthropic advocates for lowering export thresholds for "second-class countries" while tightening regulations to mitigate smuggling risks, emphasizing that maintaining U.S. advantages in computing is crucial for national security and economic prosperity [2]. - The company referenced specific incidents of smuggling, including a case in 2022 where a woman was arrested for carrying chips into China and a 2023 seizure of computer graphics cards from a shipment of shrimp in Hong Kong [2]. Group 3: Broader Context - The upcoming "AI diffusion rules" set to take effect on May 15 will impose global export controls on advanced AI chips and model weights to prevent adversaries like China from gaining an edge in the AI arms race [1]. - Former President Donald Trump is reportedly working on updating these restrictions, adding uncertainty to an already controversial policy [1].

Group 1 - The U.S. is considering easing export restrictions on Nvidia's chip sales to the UAE, potentially announcing this during Trump's visit to the country [1]

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 第一步：扫描下方二维码，关注国芯网微信公众号。 对此，英伟达方面回应 ："这些说法没有任何依据。将毫无根据的主张和猜测作为事实发表是不负责任的 。" 在H20被禁止对华出口之后不仅，今年4月17日，英伟达公司首席执行官黄仁勋奔赴北京与中国贸促会会长任鸿斌举行会谈。 黄仁勋在一再强调英伟达与中国30年的关系，公开承认中国对英伟达的重要性，并表示"我们将继续不遗余力优化符合监管要求的产品体系，坚定不移地 服务中国市场。" ***************END*************** 半导体公众号推荐 半导体论坛百万微信群 加群步骤： 4月30日消息，之前外界传闻称，英伟达为了脱离美国监管，将在中国业务单独拆分以便芯片敞开卖的，对此官方正式回应。 据报道，在美国限制英伟达H20对华出口之际，英伟达为了维护其在中国市场的CUDA生态地位，正在低调地启动"B计划"，即考虑在中国设立合资企 业，并可能为未来将中国业务单独拆分做准备。 第二步：在公众号里面回复"加群"，按照提示操作即可。 爆料｜投稿｜合作｜ ...