Nvidia has delayed the launch of its new H20 AI chip for China. It will do until the first quarter of next year due to integration issues experienced by server manufacturers.The H20 is the most powerful of three China-focused chips. The company Nvidia has developed it to comply with US export rules. The chip was initially expected to launch in November, but has now been pushed back to February or March.
Nvidia is still planning to launch its other two China-focused chips, the L20 and L2, on schedule. The L20 is a lower-power version of the H20. While the L2 is a high-performance version of the chip.THe company is betting on the chips to help it preserve its market share in China. It was barred from shipping products including its advanced A800 and H800 AI chips by Washington’s tightened export rules.
The US export curbs have created an opportunity for rivals such as Huawei to win orders that may have otherwise gone to Nvidia, whose graphics processing units (GPUs) dominate the AI market. Chinese internet giant Baidu placed a sizeable order for Huawei AI chips this year.
Key takeaways:
- Nvidia has delayed the launch of its new H20 AI chip for China until the first quarter of next year due to integration issues experienced by server manufacturers.
- The H20 is the most powerful of three China-focused chips Nvidia has developed to comply with US export rules.
- Nvidia is still planning to launch its other two China-focused chips, the L20 and L2, on schedule.
- Nvidia is betting on the chips to help it preserve its market share in China after it was barred from shipping products including its advanced A800 and H800 AI chips by Washington’s tightened export rules.
- The US export curbs have created an opportunity for rivals such as Huawei to win orders that may have otherwise gone to Nvidia, whose graphics processing units (GPUs) dominate the AI market.