Nvidia is planning to launch a Chinese version of its existing AI chip

According to industry insiders, processors developed specifically for the Chinese market will be available in 2025.

Due to the US restrictions on technology exports to China Nvidia The company is developing a special version of an existing artificial intelligence chip for the local market, according to insiders. The processor, developed jointly with Chinese distributor Inspur, is expected to be available in the second quarter of 2025, several people familiar with the matter said on Monday. Nvidia declined to comment on the matter.

This spring, the global market leader in special AI processors launched its top model B200 “Blackwell”, which is scheduled to start mass production in the coming months. It is understood that the B200 works 30 times faster than its predecessor. Nvidia hopes to prevent Chinese competitors from snatching market share from American companies with the streamlined version “B20”. First Huawei and Tencent Compete for customers.

US government restricts technology exports to China

In recent years, Nvidia has developed three artificial intelligence (AI) processors for the Chinese market that initially qualified for U.S. export restrictions. As those regulations have tightened over time, some of those chips are no longer allowed to be shipped to the People’s Republic of China. Experts expect the U.S. government to expand the restrictions. As a result of the embargo, China’s revenue as a percentage of Nvidia’s consolidated sales fell to 17% in the last fiscal year from 26% two years ago.

The top model on the market right now is the “H20”, and experts at research institute SemiAnalysis predict that the group’s sales are expected to exceed 1 million units this year. Sales of these processors exceed $12 billion (11 billion euros). (APA/Reuters)