面对美国的打压，中国企业正努力推出可以替代英伟达的国产AI芯片，抢占英伟达曾经占据主导地位 的市场份额。例如，华为上个月公布了昇腾AI芯片未来三年的产品迭代路线图，通过"超节点+集群"的 算力解决方案，以集成的方式满足持续增长的算力需求。 他表示，就像美国希望世界建立在美元体系上一样，美国也希望世界建立在美国技术体系之上。 CNBC称，黄仁勋所说的"美国技术体系"，不仅包括英伟达的芯片，还涵盖微软、亚马逊和苹果等美国 科技巨头的产品。他补充说："我们希望全世界都使用Windows，希望全世界都基于亚马逊云服务和苹 果的生态系统进行开发。" 黄仁勋认为，如果美国政府收紧对华出口限制，将对美国企业不利，"全面禁令不利于美国企业的长期 利益。它可能会伤害中国企业，但从长期来看，对美国企业的打击更大。" CNBC注意到，中国是英伟达的一个重要市场，但英伟达管理层的业绩指引并不包括中国市场的销售 额。对此，黄仁勋回应说："我们所有的业绩预测都假设中国市场的收入为零。所以，如果未来在中国 市场有任何进展，对我们来说都是额外的收益。" AI技术高速发展，使得英伟达的GPU业务飞速增长。但近年来，美国政府为打压中国芯片发展， ...

AI技术高速发展，使得英伟达的GPU业务飞速增长。但近年来，美国政府为打压中国芯片发展，实施 了严格的出口管制。今年早些时候，美国政府禁止英伟达对华出口H20芯片，直到英伟达同意向美国政 府上缴在华销售额的15%后，才恢复了该芯片的出口许可。 面对美国的打压，中国企业正努力推出可以替代英伟达的国产AI芯片，抢占英伟达曾经占据主导地位 的市场份额。例如，华为上个月公布了昇腾AI芯片未来三年的产品迭代路线图，通过"超节点+集群"的 算力解决方案，以集成的方式满足持续增长的算力需求。 他表示，就像美国希望世界建立在美元体系上一样，美国也希望世界建立在美国技术体系之上。 CNBC称，黄仁勋所说的"美国技术体系"，不仅包括英伟达的芯片，还涵盖微软、亚马逊和苹果等美国 科技巨头的产品。他补充说："我们希望全世界都使用Windows，希望全世界都基于亚马逊云服务和苹 果的生态系统进行开发。" 黄仁勋认为，如果美国政府收紧对华出口限制，将对美国企业不利，"全面禁令不利于美国企业的长期 利益。它可能会伤害中国企业，但从长期来看，对美国企业的打击更大。" 英伟达首席执行 官黄仁勋 视频截图 CNBC注意到，中国是英伟达的一个重要 ...

Oracle - Oracle is believed to play a key role in a potential TikTok deal involving the Trump administration and China, which could allow TikTok to continue operations in the US if a framework deal is finalized [2][5] - The precise structure of the deal remains unclear, but it is expected to involve multiple companies, with significant attention on control over TikTok's algorithms [3][5] - Commercial terms have reportedly been agreed upon, although confirmation from Oracle or the White House has not been obtained [4] Nvidia - Nvidia's RTX 6000D, designed to fill the gap left by previously banned GPUs, has reportedly received low interest in China due to ongoing trade tensions [7][9] - Estimates suggest Nvidia may produce between 1.5 to 2 million of these GPUs by the end of the year, potentially leading to excess inventory [7] - The specific GPUs Nvidia can sell to China have fluctuated due to trade regulations, and competition is increasing as companies like Alibaba begin producing their own chips [8][11]

路透：英伟达为中国市场量身定制的最新AI芯片RTX 6000D的需求并不热烈，部分大型科技公司并未下订单。RTX6000D芯片被认为性价比不高，可通过灰色渠道买到性能更好的芯片。🗒️RTX6000D采用台积电4纳米制程工艺，并配备约1100GB/s的带宽，采用GDDR7。H20带宽比6000D高2倍以上，在AI推理/训练中优势更明显，6000D在内存密集任务中性能相对较弱。6000D的价格大概在H20的65%左右。外汇交易员 (@myfxtrader):路透：英伟达将为中国市场推出一款全新的人工智能芯片，预计售价将在6500至8000美元之间，远低于H20型号的售价（10000至12000美元）。消息人士称，英伟达计划最早于6月开始量产。该芯片将基于RTX Pro 6000D，采用GDDR7存储，而非HBM。 ...

Core Viewpoint - NVIDIA is developing a China-specific AI chip, B30A, based on its latest Blackwell architecture, which is expected to outperform the currently available H20 model in China [1][4]. Group 1: Chip Specifications - The Blackwell architecture was introduced at NVIDIA's GTC conference last year as an upgrade to the Hopper architecture [3]. - The B30A chip will feature a single-die design, integrating all major circuits on a single silicon wafer, enhancing overall performance and stability [3]. - B30A's original computing performance is anticipated to be about half of the flagship Blackwell Ultra B300's dual-chip configuration [3]. - The Blackwell Ultra B300 is manufactured using TSMC's 4NP process, supports fifth-generation NVLink with a chip-to-chip interconnect bandwidth of 1.8TB/s, and has a typical power consumption of 1400W [3]. Group 2: Performance Comparison - The B30A is likely a "cut-down" version of the B300A, which is a general product for the global market, featuring 144GB HBM3E and approximately 4 PFLOPS of FP8 performance [4]. - The H20 model has 96GB HBM3, a bandwidth of 900GB/s, and an FP8 performance of 296 TFLOPS, which is significantly lower than both B300A and B300 [4]. - The B30A is expected to exceed the performance of H20 and may approach that of H100, which has an FP8 performance of 4 PFLOPS [4]. Group 3: Market Strategy - NVIDIA is also planning to launch the RTX 6000D, which will be priced lower than H20 and designed for AI inference tasks, featuring traditional GDDR memory with a bandwidth of approximately 1.398 TB/s [5]. - The RTX 6000D is expected to be delivered in small batches to customers as early as September, further expanding NVIDIA's product offerings in the Chinese market [5].