His survival in China right now hangs from a thread

This time the joy has lasted little to Nvidia. Finally, like We explain to you on July 15the company directed by Jensen Huang has made the Department of Commerce review its regulation and allows you to sell The GPU H20 for artificial intelligence (AI) in China. “The US government has assured us that licenses will be granted. We hope to start deliveries soon,” Nvidia said In a statement.

The H20 chip is very important for Nvidia because it has opened the doors of the Chinese market again. The reception that Chinese companies initially gave to this GPU was very good despite the fact that the capacities of this chip are clearly lower than those of the other proposals for this company. In fact, the US Department of Commerce allowed its sale in China because this integrated circuit fulfilled the restrictions that had imposed. And despite its limitations its sales in China 50% quarter to quarter grew Since he arrived in this market in mid -2024.

The administration of the cyberspace of China is investigating Nvidia

Surprisingly this scenario He has put Nvidia in Añuro. And, once again, the reception of the H20 GPU in China is being so good that this American company has run out of units. According to ReutersNvidia has commissioned TSMC for the manufacture of no less than 300,000 units of this chip to be able to respond to the current demand from China. Blessed problem. However, 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.

Anyway, everything is not going well for Nvidia. And it is that the administration of the cyberspace of China, usually known as CAC for its denomination in English (Cyberspace Administration of China), he has decided Thoroughly investigate the H20 GPU. This institution is the main Internet regulatory body in China. It is mainly responsible for the censorship and control of the contents published in the Network, the supervision of technology companies and compliance with the Data Security Law and the Personal Information Protection Law.

However, this is not at all the first time that the CAC makes noise in the West. And is that on March 31, 2023 launched an investigation as its purpose audit Micron Technologythe largest American memory chips. On this occasion, the CAC has decided to investigate Nvidia because it suspects that the H20 Chip could incorporate a back door of difficult location by Chinese experts. If so, the possibility of China to use this GPU could be possible.

At the moment the CAC has limited himself to questioning those responsible for Nvidia in China and ask them to demonstrate that the H20 chip It does not represent a threat to interest and security from the country led by Xi Jinping. At the moment we do not have much more information, but presumably Nvidia will do everything in your hands to guarantee your survival in the Chinese market. After all, during the last fiscal year, which expired on January 26, 2025, China represented approximately 13% of total income of the company led by Jensen Huang with a figure of about 17,000 million dollars.

Image | Nvidia

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