You have the solution ready before the problem appears

Nvidia is where it is by chance. Just two weeks ago the company led by Jensen Huang reached a capitalization value of 4 billion dollars. It is the first company in history that materializes this milestone. Largely His overwhelming success of recent years It is the result of the privilege position it occupies in the hardware industry for artificial intelligence (AI) with a global market share higher than 80%.

However, to find the authentic reason for its success we have to go back to its origins. According to Tae Kim, the author of the trial book ‘The Nvidia Way’this company continues to compete today thanks to two qualities of Huang: its perseverance and its intuition. Thanks to them, he managed to overcome in 1998 a crisis that He was about to end Nvidia. And thanks to them this executive has developed a surprising capacity of anticipation.

Nvidia has trouble making the H20 GPU, but the solution is on the way

‘The dilemma of innovators’ It is one of Jensen Huang’s favorite books. The ideas that Clayton M. Christensen exhibited in 1997 have helped him not only to place his company in The privilege position that currently holds in the technology industry; They have also allowed him to keep it at the top of success for more than two decades. And, above all, they have taught him how to anticipate the blows and how he can prepare to fit them. The last one received it in April.

And is that in the middle of that month the US Department of Commerce imposed new restrictions to the export to China of the GPU for AI H20what in practice caused this chip to stop arriving at the Chinese clients of this company. This news Nvidia’s shares sank 6% in the bag because I could no longer attend the commitments linked to the H20 GPU that it had acquired. Among the Chinese clients who had bought great amounts of this GPU, and who presumably planned to continue doing it, were Tencent, Alibaba or Bytedance.

Finally, like We explain to you on July 15Nvidia has made the Department of Commerce review its regulation and allow you to sell the H20 GPU in China again. “The US government has assured us that licenses will be granted. We hope to start deliveries soon,” Pray a statement from Nvidia. But, once again, this company has stumbled upon a problem. When the Trade Department restricted the export of the H20 GPU, Nvidia asked TSMC to stop the manufacture of this chip.

It is normal. It was expressly designed for the Chinese market and was not going to be able to continue selling it in China. Now resume large -scale production of the H20 GPU in the TSMC nodes is a problem because the most advanced manufacturing lines They have a very high demand And there is an endless waiting list. A priori this scenario could be a hard blow for Nvidia because it would prevent him from serving his Chinese clients, but the solution has been on his way for many months.

And it is that the company’s engineers have been working on A new GPU with Blackwell microarchitecture The latest generation that is intended to occupy in China the place of the H20 chip. In fact, presumably TSMC began in June the production of The B30 GPUwhich is how it seems to be called. What we know at the moment is that this chip for AI will be less capable than the H20 GPU, as is logical, and also that its price will move between $ 6,500 and $ 8,000. For domestic users it is a lot of money, but in the field of professional GPUs for AI it is a moderate price. In fact, the H20 GPU costs between $ 10,000 and $ 12,000.

Image | Nvidia

More information | Commercial Times | The Information

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