Sources: Alibaba developed a new AI inference chip to compete with H20; it is manufactured by a Chinese company unlike an earlier AI chip made by TSMC
Chinese tech companies spark market exuberance by signaling they are catching up to U.S. — SINGAPORE—Chinese chip companies …
Nvidia says it had no new H20 sales to China in Q2 and assumes the same for Q3, but could realize $2B-$5B in H20 sales in Q3 if geopolitical issues are resolved
*NVIDIA COMMENTS ON US GOVT ‘EXPECTATION’ TO GET 15% OF H20 REV — *NVIDIA: ANY REQUEST FOR % OF REV “MAY SUBJECT US TO LITIGATION” — *NVIDIA: US GOVT HAS NOT PUBBED REGULATION CODIFYING 15% @fintw...
Sources: Nvidia ordered 300K H20 chips from TSMC last week, adding to its 600K to 700K inventory, amid strong China demand after the US cleared H20 chip sales
Nvidia (NVDA.O) placed orders for 300,000 H20 chipsets with contract manufacturer TSMC (2330.TW) last week, two sources said …
Sources: Nvidia plans to launch a new AI chip priced between $6,500 and $8,000, well below the $10,000-$12,000 the H20 sold for, after US export curbs
Nvidia will launch a new #ArtificialIntelligence chipset for China at a significantly lower price than its recently restricted H20 model & plans to start mass production as early as June, sources fami...
Sources: Nvidia plans to launch a new AI chip priced between $6,500 and $8,000, well below the $10,000-$12,000 the H20 sold for, after US export curbs
Nvidia (NVDA.O) will launch a new artificial intelligence chipset for China at a significantly lower price than its recently restricted H20 model …
SemiAnalysis: Nvidia is set to sell $12B worth of H20 chips in China in 2024, or 1M+ units; Huawei expects to sell ~550,000 units of Ascend 910B chips in 2024
Chipmaker set to surpass China sales by local rival Huawei by selling product designed to fall outside of export restrictions
Sources: Nvidia is selling its China-specific H20 chip at a 10%+ discount to Huawei's Ascend 910B, highlighting Nvidia's challenges in China amid US sanctions
Fanny Potkin / Reuters :
Sources: Nvidia plans to mass produce its H20 chip in Q2 2024, after missing a November 2023 launch, and make two more chips designed for China, the L20 and L2
U.S. chipmaker Nvidia (NVDA.O) plans to begin mass production in the second quarter of 2024 of an artificial intelligence (AI) …
Sources: Nvidia told Chinese customers it's delaying the launch of H20, the most powerful of three AI chips it designed to comply with US rules, until Q1 2024
Nvidia (NVDA.O) has told customers in China it is delaying the launch of a new artificial intelligence chip it designed to comply …
Sources: Nvidia told its Chinese customers it's delaying the launch of H20, its most powerful of three AI chips designed to comply with US' ban, until Q1 2024
Nvidia (NVDA.O) has told customers in China it is delaying the launch of a new artificial intelligence chip it designed to comply …