It has a plan to escape once again the US sanctions

China is very important for Nvidia. Since he arrived at this market in mid -2024 his chip for artificial intelligence (AI) H20 Their sales have grown no less than 50% quarter to quarter. For the company led by Jensen Huang This reception is a real successespecially if we keep in mind that this GPU is a trimmed review of its most powerful chips that seeks to satisfy the limitations imposed by the US Department of Commerce.

Whatever the time of Nvidia bonanza in China seems to have concluded. As we explained in the middle of last April, this last American agency It has imposed restrictions To the export to China of the H20 GPU, and this in practice means that this chip presumably will not reach Chinese clients in Nvidia. This company soon react announcing that this prohibition will cause a hole in its accounts of 5.5 billion dollars due to the commitments linked to the H20 GPU that the reserves of this chip had already acquired that it will finally not be satisfied.

Nvidia prepares new AI chips for China, according to The Information

As expected, Nvidia will not easily lose the Chinese market. And it is that two media usually well informed as they are The Information and Reuters They have collected that their engineers are working on new GPUs for expressly adapted to the country’s market led by Xi Jinping. Nvidia has not officially confirmed it, but presumably these chips will be trimmed reviews of their most advanced solutions.

This is the same strategy that Nvidia turned to when the GPU was ready H800, A800 Or H20, and although it worked, it didn’t do it for a long time. The US government seems to be determined to prevent research institutions and Chinese companies They access hardware for American originso the Department of Commerce Restrictions do not stop hardening that the GPUs must meet that US companies can sell in China.

At this juncture it is reasonable that we ask ourselves if Chinese clients in Nvidia, among which are Alibaba, Bytedance or Tencent, among others, they are interested in continuing to buy chips for less and less capable. In addition, Huawei is strengthening its position in China to take advantage of the hole that Nvidia is leaving in the market because of US sanctions.

And is that just a few hours after the entry into force of the new regulation of the Department of Commerce He presented his chip for the ascend 920a solution that is clearly destined to occupy in the Chinese market The gaps that the H20 GPU is going to leave of Nvidia. This proposal will enter large -scale production during the second half of 2025 using 6 NM integration technology that have presumably developed elbow with Huawei elbow and SMIC.

However, this is not the only asset that Huawei has to increase its market share both in China and beyond its country of origin. And this company is preparing to start the testing and validation phase of a new GPU for AI: the Ascend 910D chip. Unlike the GPU Ascend 920 that, as we have seen, presumably aspires to compete with the NVIDIA H20 chip, the GPU Ascend 910D seeks to overcome the performance of the chip NVIDIA H100.

If this movement is confirmed, already priori this information is reliable, it will be evident that Huawei will have chosen to fight in all hardware market segments for AI In which Nvidia is present. Until now this Chinese company wanted to get its hardware dominate the inference processes in AIand not the training of the models, but this strategy in which moderation prevails seems to have come to an end.

Image | Nvidia

More information | The Information | Reuters

In Xataka | The US gives Huawei a great opportunity: to get its new chip for AI with the Nvidia market in China