智通财经APP获悉，"AI芯片超级霸主"英伟达(NVDA.US)首席执行官黄仁勋表示，该芯片巨头正为中国 市场的客户们启动基于2022年3月推出的Hopper架构的H200 AI训练/推理加速器的量产步伐，这也表明 这家美国芯片公司重返中国这一至关重要AI算力基础设施市场的努力取得了积极进展。 毋庸置疑的是，如果面临25%额外费用/美国政府关税成本的H200真能较大规模流向中国市场，在英伟 达当前股价轨迹持续处于横盘震荡的背景下，对英伟达基本面扩张前景而言可谓是实质性的增量利好， 毕竟英伟达无论是官方的季度业绩指引还是在周一GTC大会上刚刚给出的截至2027年至少万亿美元"超 级AI蓝图"均未考虑到中国市场创收前景。 黄仁勋在英伟达GTC大会上发表重磅演讲并向全球投资者们重磅公布下一代AI算力基础设施——Vera Rubin架构AI算力体系之后，在当地时间周二的一场新闻发布会上，黄仁勋表示，英伟达已经获得美国 政府许可，可向"中国市场的许多大型客户"销售H200 AI芯片，目前正处于"重启我们的大规模制造"的 进程中。他强调，这一前景与几周前已经截然不同。 "我们的H200供应链正在被重新启动，"黄仁勋在加利 ...

Core Viewpoint - Nvidia's CEO Jensen Huang visited Taiwan to meet with TSMC, highlighting the ongoing tensions between Washington and Beijing regarding AI chip exports and the company's upcoming financial report [1][8]. Group 1: Nvidia's AI Chip Developments - Nvidia has completed the initial tape-out of six new AI chips, including a new AI GPU based on the Rubin architecture and a silicon photonic processor [3]. - The Rubin architecture is set to succeed the Blackwell architecture, with production aimed for 2026, featuring significant upgrades such as HBM4 memory and enhanced NVLink bandwidth [3]. - The silicon photonic processor is expected to be used for AI data center networking and high-speed interconnects, supporting larger-scale AI GPU interconnections [4][5]. Group 2: Market Dynamics and Future Products - Nvidia is reportedly developing a new AI chip, tentatively named "B30A," specifically for the Chinese market, based on the latest Blackwell architecture [7]. - The H20 AI chip, designed for the Chinese market, has been noted for its unique advantages in AI inference workloads, despite its lower performance in AI training compared to the H100 [7][8]. - Huang indicated that the decision regarding the future of the H20 AI chip successor lies with the U.S. government, emphasizing the complexities of international trade regulations [8]. Group 3: Supply Chain and Production Adjustments - Nvidia has instructed suppliers, including Foxconn and Amkor Technology, to halt production related to the H20 AI chip amid concerns over safety risks and to manage existing inventory [9]. - The company has a substantial stock of H20 chips and is awaiting orders from Chinese customers before proceeding with further production [9].