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Doug Black@insideAI News
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NVIDIA is actively developing AI chips specifically designed to comply with U.S. export regulations for the Chinese market. This strategic move aims to allow NVIDIA to maintain its presence in China's significant AI market despite increasing restrictions. Concurrently, NVIDIA's CEO Jensen Huang has voiced support for Trump's tariff plan, describing it as "utterly visionary," signaling a complex navigation of both technological and political landscapes. These developments highlight NVIDIA's determination to balance its business interests with evolving geopolitical dynamics.
The new chips, reportedly based on the RTX Pro 6000-series, will have significantly reduced specifications to meet export control requirements. This includes forgoing advanced technologies like Taiwan Semiconductor’s CoWoS packaging and using standard GDDR7 memory instead of high-bandwidth memory. While the specifics of the chips, potentially named RTX Pro 6000D, are still emerging, these adjustments are essential for NVIDIA to continue offering competitive AI solutions in China, where a substantial number of AI developers are located.
Challenges persist, as the company previously absorbed a $4.5 billion hit due to export restrictions, leading to a write-down on Chinese inventory and commitments. The emergence of strong domestic competitors, particularly Huawei, intensifies the pressure on NVIDIA. Huawei's Ascend 910C and 910B processors have gained traction among major Chinese tech firms, and their CloudMatrix 384 rack system directly rivals NVIDIA's Blackwell GB200 NVL72 configuration. Despite these obstacles, NVIDIA remains committed to the Chinese market, viewing it as crucial for maintaining its global leadership in AI technology.
ImgSrc: insideainews.co
References :
The new chips, reportedly based on the RTX Pro 6000-series, will have significantly reduced specifications to meet export control requirements. This includes forgoing advanced technologies like Taiwan Semiconductor’s CoWoS packaging and using standard GDDR7 memory instead of high-bandwidth memory. While the specifics of the chips, potentially named RTX Pro 6000D, are still emerging, these adjustments are essential for NVIDIA to continue offering competitive AI solutions in China, where a substantial number of AI developers are located.
Challenges persist, as the company previously absorbed a $4.5 billion hit due to export restrictions, leading to a write-down on Chinese inventory and commitments. The emergence of strong domestic competitors, particularly Huawei, intensifies the pressure on NVIDIA. Huawei's Ascend 910C and 910B processors have gained traction among major Chinese tech firms, and their CloudMatrix 384 rack system directly rivals NVIDIA's Blackwell GB200 NVL72 configuration. Despite these obstacles, NVIDIA remains committed to the Chinese market, viewing it as crucial for maintaining its global leadership in AI technology.
ImgSrc: insideainews.co
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References :
- insideAI News: Report: NVIDIA and AMD Devising Export Rules-Compliant Chips for China AI Market
- The Register - Software: Here’s what it’ll take for Nvidia and other US chipmakers to flog AI chips in China
- insidehpc.com: Report: NVIDIA and AMD Devising Export Rules-Compliant Chips for China AI Market
- www.tomshardware.com: Nvidia CEO says Trump's tariff plan is 'utterly visionary'
- PCMag Middle East ai: Nvidia Criticizes US's China Chip Ban, Stops Short of Blaming Trump Directly