NVIDIA, AMD may soon start selling new AI chips in China to comply with US restrictions

NVIDIA and AMD are preparing to sell new AI-focused GPUs in China to comply with U.S. export restrictions on advanced semiconductor technology. NVIDIA plans to introduce a stripped-down AI GPU, code-named "B20," while AMD will offer the Radeon AI PRO R9700 workstation GPU. These products are expected to be available in China starting in July, according to Taiwanese tech publication Digitimes. Additionally, NVIDIA is developing a budget AI chip based on its Blackwell architecture, priced between $6,500 and $8,000, compared to its H20 GPUs, which sell for $10,000-$12,000.

NVIDIA recently reported a $4.5 billion charge in Q1 due to licensing restrictions affecting its H20 AI chip sales in China, with an additional $2.5 billion worth of chips unable to be shipped. The company anticipates an $8 billion revenue impact in Q2 due to these licensing requirements.

Key takeaways

NVIDIA and AMD are developing new AI GPUs for the Chinese market to comply with U.S. export restrictions on advanced semiconductor technology.
NVIDIA's new AI GPU for China is code-named "B20," while AMD is introducing the Radeon AI PRO R9700 workstation GPU.
NVIDIA is also working on a budget AI chip based on its Blackwell architecture, priced between $6,500 and $8,000, compared to its H20 GPUs priced at $10,000-$12,000.
NVIDIA faced a $4.5 billion charge in Q1 due to licensing restrictions and forecasts an $8 billion revenue impact in Q2 due to these restrictions.

NVIDIA, AMD may soon start selling new AI chips in China to comply with US restrictions | TechCrunch

Key takeaways

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