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Jensen Huang, the co -founder and general director of Nvidia, is in China. At the end of last week He met with Donald Trump with the purpose of defending the interests of his company before an administration that has drastically restricted your business In the country led by Xi Jinping. During the last fiscal year, which expired on January 26, 2025, China represented approximately 13% of total income of Nvidia with a figure of about 17,000 million dollars.
In practice, this Asian nation is the third best client of this company only behind the US and Taiwan. The decisions made by Jensen Huang during the last months clearly reflect that he is determined to defend your presence in this market. And he is doing it. A few hours ago he has made a statement during his visit to the International Exhibition of the China Supply Chain, in Beijing, which is worth not overlooking.
Jensen Huang does not give stitch without thread
“The models of artificial intelligence (AI) Open source of Deepseek, Qwen and Kimi are the best reasoning models in the world today. They are very advanced. ” Huang has pronounced These words during a talk with Wang Jian, the founder of Alibaba Cloud, the AI and cloud computing unit of this gigantic Chinese company. And this statement has not arrived at any time. Whether or not, objectively, the three models mentioned by this Executive are very competitive, as the reports of Demodazzle either Mediumamong others.
The really interesting thing is that Jensen Huang has praised these Chinese models at a very delicate time for Nvidia. At a time when You need to strengthen your complicity with Chinese companies to which they have been selling their GPU for several years. Last week Jensen Huang got a promise from Donald Trump: Nvidia can sell again Your H20 GPU To his Chinese clients very soon. The reception that this chip initially received was very good even though its capacities are clearly lower than those of the other proposals for this company.
Jensen Huang has praised these Chinese models at a very delicate time for Nvidia. At a time when you need to strengthen your complicity
In fact, initially the Department of Commerce allowed its sale in China because this integrated circuit met the restrictions it had imposed. And despite its limitations Their sales grew by 50% quarter to quarter since it arrived in this market in mid -2024. Everything was complicated for Nvidia in the middle of last April. And is that the US Department of Commerce imposed new restrictions To the export of the H20 GPU, which in practice caused this chip to stop reaching the Chinese clients of this company.
During the next few weeks this GPU will come back to the facilities of Tencent, Alibaba or Bytedance, among other Chinese companies, but Nvidia will have it more difficult than ever. And is that Huawei, his main Chinese competitor, is being reinforced with great intensity. Only one day after the US Department of Commerce formalized its latest sanctions He presented his GPU Ascend 920a chip for AI that is clearly intended to occupy in the Chinese market the gaps left by the NVIDIA H20 GPU.
The GPU Ascend 920 will begin to be manufactured on a large scale during the second half of 2025 using 6 Nm integration technology that have presumably developed side with Huawei elbow and SMIC. The characteristics of this lithographic node have not yet been officially confirmed, but it will probably use the technique known as Multiple patterningwhich is the same one that SMIC is using 7 Nm chips. In addition, the GPU Ascend 920 will reach a 4 TB/s transfer speed for the memory subsystem thanks to the use of HBM3 chips.
Image | Nvidia
More information | SCMP
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