NVIDIA informed Chinese customers that the H20 HGX GPU shares for artificial intelligence are circumscribed and production will not resume, despite the recent shift of the Trump administration policy allowing the export of these processors to China, informs Information. The company plans to complete only existing orders using current stocks, but it will not produce more H20 products. Apparently, Nvidia is preparing the B30 graphic processor, which will rely on the latest Blackwell architecture, informs Commercial times.
Nvidia stopped the production of H20 Silicon at the beginning of this year, because its export was circumscribed by the US government. The company had to cancel the orders and abandon the abilities reserved for the production of H20 in TSMC. In addition, the company took over $ 1.5 billion in the first quarter associated with an unsold supply resulting from the April ban. Recently, the Trump administration has released its export rules and allowed AMD and NVIDIA to sell its instinct Mi308 and H20 AI Accelerators to China entities without export license. However, it does not seem that NVIDIA plans to resume H20 production in the near future, because TSMC has not confirmed up-to-date H20 orders last week.
Two people marked in the case cited by Information According to FAB TSMC, they operate with full apply and again assigned the capacity of H20 to other customers. The time of the TSMC cycle for N4 -based systems is about three months, so even if the manufacturer of contract chips has re -launted H20 production, the end users will only get it at the end of October or at the beginning of November. But it would not make sense to restart the production of a graphics doctor based on Hopper, taking into account the fact that Nvidia already has Blackwell, more effective architecture.
Indeed, according to Commercial timesNVIDIA prepares its B30 GPU based on Blackwell for AI applications. It is said that the unit is 10% to 20% slower than H20 (which will probably satisfy American legislators and hardliners in China), but its price is also about 30% to 40% lower. Because Blackwell architecture is more effective than Hopper, B30 (or whatever its final name) may be smaller than H20, while meeting the requirements of export control in the US. This will reduce the costs of GPU based on China for NVIDIA, which will assist him maintain and even escalate gross margins.
Of course, Nvidia herself did not confirm anything in these reported graphic processors from Blackwell for the Chinese market. The company must offer competitive results compared to AI accelerators from companies such as Biren or Huawei, but meets American export restrictions for high -performance GPUs. We can only wonder if the successor of the H20 will be based on the original Blackwell or the Ultra Architecture Blackwell, which contains FP4 performance improvements. Take all information about the up-to-date generation NVIDIA GPU for China with salt grain until we find out more.
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