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NVIDIA, Donald Trump was surprised by the new export department in China, the new export department was surprised, which evaluated the damage caused by Salvo in the growing trade war of the US President.
$ 2.7TN found a semiconductor giant $ 5.5bn Tuesday night believes that the United States will be new to China’s sales, and industrial insiders will be more than $ 10 billion in the income of NVIDIA.
CEO, US CEO-This TAN, this TAN, said that last week’s Chinese customers said that sales of some advanced artificial intelligence processors will be licensed.
According to two people who know the situation, the NVIDIA H20 graphics processing unit – a less powerful version of Washington’s AI chips designed to get acquainted with the previous export control – potentially demanded demand.
At the beginning of this month, along with Trump, NVIDIA executives, NVIDIA executives remained in the impression that NVIDIA executives could escape the harsh use of any souls, learning to invest $ 500 billion in the United States and influenced the president.
This will say that NVIDIA’s Chinese customers, including technological giants, the commands of Alibaba, God and Tencentin, the H20s will not be affected.
Nvidia, then, Trump decided to squeeze a product in H20 exports with Chinese technological groups trusts In the efforts of challenging their global peers to develop large language models.
Nervous Chinese technological companies have not warned about such a large policy change, but the last discussions of the shift are outside the control of the turn of the turn NVIDIA.
AI demand jumped in China after DepthAccording to one of the people, the successful start of a low-precious substantial model, one of the local companies has begun to order about $ 17 billion for H20 plugs.
Although NVIDIA is usually more than six months to deliver such plugs, this year, most of the orders of this year’s customers will still be filled and likely to be affected by the latest US restrictions.
It is the value of such orders and materials to produce such orders and related penalties and operating costs, mainly on the basis of such orders and agreed conditions for NVIDIA. The actual influence from China can exceed $ 10 billion, the person is calculated.
China’s technological giants are competing to find a substitute for the H20, Trump’s new export departments can significantly help the sale of local manufacturers, which produces more AI processors.
It is unknown how Chinese groups can apply for a license to buy H20s and when they will be given.
Intel said that they talked to Chinese customers last week, the chip will require a license to export to China: a total drama width of 1400 gigabytes per second; I am more than 1100 GB bandwidth in seconds or more; or either of 1700 GB of both 1700 GB for a company’s e-mail. Intel’s Gaudi series, as well as Nvidia’s H20 exceeds these requirements.
Nvidia refused to comment. Intel, White House and the US Combustment Department did not respond immediately to the surveys for commenting.
An additional report by Demetri Sevastopulo in Washington
This story was changed, reflecting that Lip-Bu tan was the head of Intel
