H20

The measure is much more restrictive than with H20 chips

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The administration of the cyberspace of China (CAC) has ordered To the main technological companies of the country, including Bytedance and Alibaba, to stop buying and testing the Nvidia artificial intelligence chips specifically designed for the Chinese market. This is another episode in the arduous Commercial War between the United States and Chinaa hardening caused by Beijing’s strategy to reduce its dependence on American technology. What happened. The Chinese regulator has banned the purchase of the RTX PRO 6000D, the most recent Nvidia chip adapted to the local market, forcing companies to cancel their orders and stop the evidence that had already begun. According to Financial Timesseveral companies had expressed their intention to acquire tens of thousands of units before receiving the approval from the government. Why now. Chinese regulators have concluded that semiconductors developed by national companies Like Huawei and change They already reach comparable performance or superior to the products that Nvidia exports to China. This evaluation has led the authorities to bet on local industry. Even more restrictive regulation. This prohibition goes one step further than the previous guidelines, which focused on advising the purchase of H20, the previous Nvidia model for China. The current measure is a direct order that leaves no room for maneuver to Chinese technology companies. The Nvidia reaction. Jensen Huang, CEO of the American company, It has been shown “disappointed” but comprehensive with the situation. “We can only be at the service of a market if the country wishes,” he said during his visit to London, where he accompanies Donald Trump on his tour of the United Kingdom. The geopolitical context. The tension comes from afar. The United States initially prohibited Nvidia Sell ​​your most advanced chips To China, which led the company to develop specific versions for the Chinese market. In July, Washington partially flexible these restrictionsbut established that Nvidia must pay 15% of the income she obtains from China to the US government. Between the lines. “The message is now high and clear. Before, a new Nvidia supply was expected if the geopolitical situation improved. Now everyone is hands to work to build the national system,” assured the executive of a technological company to the Financial Times. From the comings and disagreements between China and the United States, both countries have found a kind of Technological self -sufficiency. In the case of China, this has been another step towards this strategy promoted by Beijing. Bet on national chips. China seeks to triple its production of IA processors next year, according to information of the Financial Times. The commitment to national semiconductors is part of a broader strategy To compete with the United States in the career of artificial intelligence and reduce its vulnerability to future commercial restrictions. For Nvidia this implies the loss of a key market in a moment of maximum growth of the sector. Cover image | Nvidia and Arthur Wang In Xataka | China has the largest censorship system in the world. Now he has decided to export it and sell it to other countries

He has not bought Nvidia or a single H20 GPU in the last quarter

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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

Nvidia had a struggle to sell her H20 to China. Until someone left the language in the US government

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A little over a month ago, Nvidia got what seemed impossible: that the United States government would leave him Sell your H20 chip to China. The movement arrived after the prohibition of doing so in April, when a complicated scenario was drawn: that Nvidia entered this year 15,000 million dollars less, according to the company. Everything was going well, until Howard Lutnick, Secretary of Commerce of the United States, left the language. What Lutnick said. On July 15, just the day after raising the veto to export control over the NVIDIA H20, the US Secretary of Commerce boasted in statements to CNBC That “we do not sell our best things, nor the best best, not even the best thirds.” The comment itself is correct, because the H20 are not up to chips like the NVIDIA H100, H200 either B200. But in Beijing he didn’t like it. Why it is important. Because as the Financial Timessome leaders have considered the comments insulting, and China has reacted restricting the purchases of the NVIDIA H20, and requires companies that already have purchases agreed with the American technological technology to justify purchases. The result, according to the Financial Times, is that orders are being delayed or reducing. A China Data Center Operator He affirmed That buying chips “is not prohibited, but it has become something politically incorrect.” According to Bloombergthe Chinese authorities sent notices to national companies to stop using the H20 chips, especially with regard to government -related issues. The administration of the Cyberspace of China (CAC), the National Commission for Development and Reform (NDRC) and the Ministry of Industry and Information Technology (MIIT) were the agencies that make up a coalition of regulators involved in responding with measures to the comments of Lutnick. More firewood on fire. The notices of the Chinese authorities are still informal, but they suppose one more escalation in the problems of Nvidia, after the suspicions of the Chinese CAC that They are scamming himwhich led to questioning Nvidia in China to demonstrate that H20 does not represent a threat to interest and security in China. The company has spoken very clearly: “No rear doors“In his chips, but The tension that USA and China live is leaving it without options. Being able to sell chips in China has cost Nvidia to leave Trump administration 15% of the total income of exports to the Asian country. A huge concession made to improve its commercial position, but that aims not to be enough after the reaction to Lutnick’s comments. China is an essential market for those of Jensen Huang, but the succession of events is transforming it into a nightmare. USA It faces the dilemma to sell Hardware from AI to China or not do so and develop them them. The succession of events points to the second. The government’s ambition collides with the reality of Chinese companies. The movement to limit the purchase of H20 by the Chinese government also responds to a plan: Prioritize national chips. It forces data centers that belong to the State to use at least 50% of integrated circuits of Chinese origin on their servers. This benefits Huawei, who is already competitive with his Ascend 910D, which seeks to overcome the performance of NVIDIA H100, and with the Ascend 920, which wants to compete with the H20. However, Production will be limitedand it is the Chinese companies themselves (Tencent, Alibaba and others) that They prefer to use the US company GPUsfor a reason: because its performance is greater. China has its alternative to Cuda, but Nvidia’s weapon remains the undisputed software leader in the AI market. To the point that Chinese companies play it and the NVIDIA GPUs They sweep the black market. The question is whether this phenomenon will continue to occur if China takes tougher measures. Image | Nvidia and Flickr In Xataka | China’s three master moves to “independent” technologically from the West: raw materials, chips, AI

His chip for Ia H20 is being boycotted

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Nvidia survival in China is being complicated day by day. As we have explained During the last two weeks, the administration of the cyberspace of China, known as CAC for its denomination in English (Cyberspace Administration of China), is thoroughly investigating The H20 GPU of Nvidia. This institution is the main Internet regulatory body in China and is 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. The problem that Nvidia faces is that The CAC has decided to investigate it Because he suspects that the H20 chip could incorporate a rear door of difficult location by Chinese experts. If so, the possibility of China to use this GPU could be possible. While the final resolution of the CAC arrives, voices are being raised in this Asian country that urge Chinese clients in Nvidia to stop buying the H20 GPU due to the risks that presumably leads to its use for the Chinese state. And it is not any voices. Just a few hours ago a media linked to the Central Chinese state chain Television has loaded against Nvidia: “When a chip is not ecological, or advanced, or sure as consumers we have the option of not buying it.” David reber Jr., Nvidia Security Director, published last week An article in the blog of this company entitled “There are no rear doors in the Nvidia chips. There are no deactivation switches. There are no spy software” in an obvious attempt to defend the company’s reputation and appease the growing distrust that faces in China. All against Nvidia The Chinese government He is urging Chinese companies that are dedicated to the development of large models of AI to use in their servers integrated circuits of Chinese origin. And his campaign already begins to bear fruit. The Stepfun company, which belongs to Tencent Holdings; Infinigence ai; Siliconflow, from Huawei; Metax; Biren Technology; Focus me; Iluvatar Corex; Cambricon Technologies and Moore Threads, which are some of the strongest Chinese companies in the development of chips for AI, They have constituted an alliance who seeks to stop Nvidia. The alliance for innovation in the model-chips ecosystem seeks to stop Nvidia in China The alliance for innovation in the model-chips ecosystem, which is what this organization is called, represents an important step in this direction. Nvidia has in its favor the mass implementation of CUDA (Compute Unified Device Architecture) in the AI projects that are underway, but The panorama is already starting to change. This technology brings together the compiler and development profits used by programmers to develop their software for NVIDIA GPUs, and replace it with another option in the projects that are already underway it is a problem. Huawei, who aspires to an important portion From this market in China, it has Cann (Compute Architecture for Neural Networks), which is its alternative to CUDA. However, this is not the only asset in the country governed by Xi Jinping. Moore Threads It is one of the Chinese companies that are dedicated to the production of hardware for which companies aligned with the interests of the US and its allies cannot sell software or advanced equipment. Although it is very young (it was founded in 2020) it has something very important in its favor: its founder is Zhang Jianzhong, former general manager of the Nvidia subsidiary in China. Moore Threads has developed several GPU for AI applications that, on paper, rival some of the advanced solutions that have placed in the Nvidia, AMD or Huawei market. However, this company has something else: a software package with which it pursues Finally break the domain of CUDA. Muse calls itit is compatible with its range of MTT cards and incorporates a compiler, execution libraries, specialized libraries and code purification tools. However, this is not all. On paper its most attractive capacity for China is that it allows to reuse the code written in CUDA. Image | Nvidia More information | Reuters | CNBC In Xataka | The US gives Huawei a great opportunity: to get its new chip for AI with the Nvidia market in China

That the US government let him sell his H20 chip again in China

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If the US government maintains the prohibition of sale of avant -garde chips to artificial intelligence (AI) To China, Nvidia will enter this year 15,000 million dollars less. This is What he holds The company led by Jensen Huang, and is certainly the argument that this executive resorted during his meeting with Donald Trump last week to expose The complex scenario facing Nvidia. And it worked. May sell Your H20 GPU To his Chinese clients very soon. 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, the country governed by Xi Jinping is the third best client of this company only behind the US and Taiwan. However, SANCTIONS TO CHINA which is deploying the US government threatens Nvidia’s survival in this Asian country. Currently this company cannot sell its chips to its Chinese clients for the most advanced. Nvidia is determined to survive in the Chinese market at any price The reception that the Chinese clients of Nvidia initially gave to the GPU H20 was very good despite the fact that the capabilities of this chip are clearly lower than those of the other proposals for this company. In fact, initially the Department of Commerce allowed its sale in China because this integrated circuit met the restrictions it had imposed. And despite their limitations their sales in China grew by 50% quarter to quarter since it reached 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 to China of the H20 GPU, which in practice caused this chip to stop reaching 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. NVIDIA has made the Department of Commerce review its regulation and allow you to sell the H20 GPU in China again 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, as we have anticipated in the holder and the first paragraph of this article, Nvidia 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. However, this is not all. And in June the Taiwanese manufacturer of TSMC semiconductors, The Major on the Planetbegan the manufacture of a new GPU for NVIDIA with the latest generation Blackwell microarchitecture. Presumably this is the chip with which Nvidia aspires to maintain her domain in the Chinese market. Of course, before being able to send these GPU to China, the company led by Jensen Huang will have to receive the approval of the US Department of Commerce. 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, so it is evident that Nvidia wants to protect the competitiveness of this chip to prevent Huawei, Moore Threads and other Chinese companies and other Chinese companies to snatch a juicy portion of this market. Image | Nvidia More information | Reuters In Xataka | The US gives Huawei a great opportunity: to get its new chip for AI with the Nvidia market in China

A chip for the much cheaper than its H20 prohibited by the US

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In early May we tell you that Nvidia engineers were working on the development of A trimmed review of your GPU for artificial intelligence (AI) H20 with the purpose of Place it on the Chinese market. To understand what is happening the first thing we should keep in mind is that 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. In practice, the country governed by Xi Jinping is the third best client of this company only behind the US and Taiwan. However, the sanctions to China that are deploying the US government threatens Nvidia’s survival in this Asian country. Currently this company cannot sell its chips to its Chinese clients for the most advanced. And in the middle of last April the US Department of Commerce imposed new export restrictions on China from The H20 GPU of Nvidia. Nvidia is going to assault China with a chip for the much cheaper than its H20 The reception they have given to the GPU H20 The Chinese clients of Nvidia has been very good despite the fact that the capabilities of this chip are clearly lower than those of the other proposals for the this company. 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 its sales in China 50% quarter to quarter have grown Since he arrived in this market in mid -2024. TSMC will not use its advanced cowos packaging in the manufacture of this chip. It is one of the reasons why its price is restrained Anyway, this time of bonanza is over. The restrictions of the Department of Commerce in practice prevent Nvidia Deliver the H20 GPU to its Chinese clientsbut This company does not give up. And is that, according to Reutersin June the Taiwanese manufacturer of TSMC semiconductors, the largest on the planet, will begin the manufacture of a new GPU for NVIDIA with the latest Blackwell microarchitecture. Presumably this is the chip with which Nvidia will aspire to maintain its domain in the Chinese market. However, before being able to send these GPU to China, the company led by Jensen Huang will have to receive the approval of the US Department of Commerce. 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 GPU H20 Cuesta Between 10,000 and $ 12,000so it is evident that Nvidia wants to protect the competitiveness of this chip to prevent Huawei, Moore Threads and other Chinese companies from snatching a juicy portion of this market. Image | Nvidia More information | Reuters In Xataka | The US gives Huawei a great opportunity: to get its new chip for AI with the Nvidia market in China

He will be able to continue selling his H20 GPU for AI in China, although he has cost him a 1 million dinner per diner

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The GPU for applications of artificial intelligence (AI) H20 is the salvation of Nvidia in China. Since the sanctions package officialized by the administration of Joe Biden entered into force November 16, 2023 This is THE ONLY SOLUTION FOR IA That Jensen Huang’s company can sell to its Chinese clients. And, in addition, during the last months it is being a real success. This chip on paper is much less capable than the most sophisticated GPUs that Nvidia currently sells. In fact, this is the reason why the US Department of Commerce has allowed its sale in China in recent months. Its limitations invited us to initially assume that their reception in this Asian country would be warm, but It has not been so at all. According to Business Intelligence semiconductorsince this chip reached the Chinese market in mid -2024 its sales have grown 50% quarter to quarter, which positions it as the most successful Nvidia product today. However, sales of The H100 GPUwhich is more powerful, “only” grows 25% quarter after quarter. In spite of everything since the end of 2024, the H20 Chip is undergoing the scrutiny of the US Department of Commerce. Jensen Huang has added one of his most unlikely successes Gina Raimondo, the Secretary of Commerce during the mandate of Joe Biden, He made this warning to Nvidia In December 2023: “If redesign a chip so that it can be used for AI, we will control it the next day.” The direct allusion to the Jensen Huang company is evident. The return to the US government of Donald Trump and his collaborators far from appeasing the panorama promised to end once and for all for the sale of the H20 GPU in China. The Nvidia business in China has resentful during the last two years as a result of the sanctions imposed by the US For Nvidia this restriction would be a very hard blow. His business in this Asian country has rented during the last two years as a result of the sanctions imposed by the US, and stop selling the GPU that during the last months He has sustained this company in China I would make a difficult wound to heal. These are the circumstances in which Jensen Huang has met with Donald Trumpand has done so with a firm purpose: to ensure that the government allows Nvidia to continue selling its H20 chip in China. The Trade Department, which under Trump’s mandate is being led by Howard Lutnick, intended According to several filters to prevent this week that this GPU continue to arrive in the country of Xi Jinping. However, against all forecast the US administration has suspended, at least temporarily, its export prohibition of this chip. This conclusion is surprising, but there are even more circumstances in which Jensen Huang has achieved his goal. And it is that the general director of Nvidia has approached this negotiation directly with Donald Trump during a dinner at the restaurant of the Mar-A-Lago tourist complex housed in Palm Beach (Florida), which is owned by the latter. It has transcended that Huang and the other diners They have paid a million dollars each for attending this dinner. But Huang has compensated. Nvidia can continue selling its H20 GPU in China. At least for the moment. Although, yes, he has pledged to invest more money in data centers for the US. Image | Nvidia More information | Npr In Xataka | The Nvidia pulse and US administration becomes more virulent. The B20 GPUs for danger

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