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Nvidia's Strategic Move: Developing China-Version AI Chips to ...
2024-07-22 23:55:08
Tech
Technology
China

Nvidia's Strategic Move: Developing China-Version AI Chips to Navigate Restrictions

In response to increasing US export restrictions, Nvidia collaborates with Inspur to create a China-specific AI chip, slated for a Q2 2025 release. Facing competition from Huawei and Tencent, Nvidia's China revenue share dropped from 26% to 17%.

The upcoming B20 chip is a revised model to comply with regulations and will offer reduced power and precision. Despite challenges, Nvidia remains dedicated to the Chinese market, essential to its global presence.

Related news on that topic:

Developments in AI Chip Stocks: Taiwan Semiconductor, Nvidia, ... Equipment Companies

Last week, stocks of Taiwan Semiconductor, Nvidia, and AMD fell due to various factors such as Biden's withdrawal from the 2024 race, U.S. sanctions on China's semiconductor industry, and Trump's suggestion that Taiwan should compensate the U.S. for defense. Nvidia is developing a new AI chip 'B20' to meet U.S. export restrictions for China, while China lowered key interest rates, benefiting the AI chip market. However, China faces economic challenges, including weak growth and deflation. Chinese stocks like Alibaba, Baidu, JD.com, PDD, and Bilibili also experienced gains and losses. Israeli chip inspection firms Camtek and Nova saw stock declines amid US-China tensions, while Tower Semiconductor was less affected. Chinese EV stocks Nio, Xpeng, and Li Auto saw gains. Nvidia is also preparing a China-compatible version of its new Blackwell AI chip series with partner Inspur.

Prominent Billionaires Shifting Investments Away from Nvidia to ... Stocks

Prominent billionaires are selling Nvidia stock due to concerns about the AI bubble, high valuation, and competition. Instead, they are investing in Plug Power, a hydrogen fuel-cell company, and Sea Limited, a Singapore-based firm with a growing digital entertainment segment. Alphabet, the parent company of Google, is also a popular AI stock among billionaires. Broadcom's AI-related revenue is expected to grow significantly. Nvidia's adaptation of chips for China and its upcoming Blackwell architecture are causing fluctuations in its stock price. Serve Robotics, despite a significant increase in stock value, has high customer concentration. Nvidia's current pullback is due to concerns about China, but history suggests a potential rebound. Investors should focus on Nvidia's future growth prospects, including the launch of Blackwell architecture.

Read 1 more recent news on this topic

The press radar on this topic:

n-tv.de
22. Juli 2024 um 17:18

To Circumvent Restrictions: Nvidia Develops China Version of AI Chips - n-tv.de

Technology
Politics
Economy
Nvidia is developing a China version of its AI chip to circumvent US restrictions; is collaborating with Inspur; plans to launch the product in Q2 2025. Previous models like Blackwell and B20 are affected by export restrictions.
Yahoo Finance
22. Juli 2024 um 17:55

Why Nvidia Stock Is Jumping Today

Finance
Technology
Nvidia is developing a new AI chip for China despite U.S. and allies' restrictions, signaling its continued commitment to the Chinese market, one of its largest.
ExtremeTech
22. Juli 2024 um 19:45

Nvidia May Release Slower Blackwell AI Chip for China

Technology
Politics
Nvidia is developing a slower B20 chip based on its Blackwell architecture to comply with US export restrictions on China. The B20 will have reduced power and precision compared to the standard Blackwell, which promised 30x AI performance over older Nvidia chips. Nvidia's previous China-specific H20 chip dropped computing throughput from 1,979 TFLOPS to just 296 TFLOPS, and its sales were reportedly lackluster in China, even though it was priced below competing Huawei AI accelerators. China has..
heise online
22. Juli 2024 um 19:36

Bericht: Nvidia arbeitet an KI-Chip für den chinesischen Markt | heise online

Technologie
Politik
Wirtschaft
Nvidia entwickelt China-Version "B20" des KI-Chips; umgeht US-Exportkontrollen; ByteDance und Broadcom arbeiten ebenfalls an KI-Chip.
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