The future of Nvidia in China is every day that spends more gloomy. In early October 2024 Chinese administration arrived to the companies of artificial intelligence (AI) A recommendation in which I asked them to use chips produced in China as much as possible. Ten months later This recommendation has been transformed into a requirement. And is that the Chinese government is already forcing data centers that belong to the State throughout the country to use at least 50% of Chinese integrated circuits on their servers.
On the other hand, Nvidia has achieved the export license you need to sell in China Your GPU for IA H20but the Chinese government has vetoed this chip. And he has done so that the administration of the cyberspace of China, which is the main Internet regulatory body in this country, This GPU is thoroughly investigating Because he suspects that he could incorporate a rear door of difficult location by Chinese experts. If so, the possibility of China to use this chip.
The direct consequence of this unfavorable scenario for Nvidia is that during the last quarter it has not sold a single H20 GPU in China, As Shaun Rein holdsan expert in the Chinese economy and founder of the consultant The China Market Research Group (CMR), which is housed in Shanghai. This statement is true, but it has a small trick. For a good part of the last quarter Nvidia did not have the export license that he needed to deliver this chip to his Chinese clients, but he already has it. And it could have sold thousands of these GPUs during the last weeks.
China has alternatives designed to compete with Nvidia chips
Despite the efforts of the US government to avoid it, the avant -garde chips for ia They have continued arriving in China. And they have done it mainly through secondary markets and parallel import roads that run in India, Malaysia or Singapore, in which The US action It is very limited. In addition, the developers of great AI models that have projects with projects with CUDA They have found the appropriate place to get these GPU: The international second -hand market.
Cambricon Technologies is one of the companies specialized in the design of GPU for AI with greater growth potential
Anyway China already has three alternatives Very clear to Nvidia. Although it is not as well known as Huawei or Moore Threads, Cambricon Technologies is one of the companies specialized in the design of GPU for AI with greater growth potential. In fact, he has received the approval of the Shanghai bag (China) to raise 560 million dollars. It will allocate them to the design of four chips for training and inference of AI models, and also to the development of an alternative to CUDA.
On the other hand, Moore Threads He has developed several GPU for AI applications that, on paper, rivaize some of the advanced solutions that have placed in the Nvidia, AMD or Huawei market. The MTT S4000 and MTT S3000 cards are its most interesting proposals right now, although, curiously, in its porpholio the MTT S80 card, a proposal for games and content creation that, according to Moore Threads itself, has a 14.4 TFLOPS calculation capacity also appears in Floating Coma operations of simple precision.
The other indispensable actor in the Chinese chips industry for IA is Huawei. His most ambitious proposal right now is the chip Ascend 910dwho seeks to overcome the performance of the GPU NVIDIA H100. However, this Chinese company has also recently presented its chip Ascend 920a solution that is clearly destined to occupy in the Chinese market The gaps that the NVIDIA H20 GPU is going to leave. 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 (Semiconductor manufacturing international corp).
Image | Nvidia | Zhang Kaiyv
More information | Shaun Rein
In Xataka | The US gives Huawei a great opportunity: to get its new chip for AI with the Nvidia market in China
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