Before the US imposed restrictions, Nvidia held over 90% of the market share in China's AI chip market. However, competition has intensified, especially from Huawei. While the H20 may lag behind the Ascend 910B in certain areas, it holds an advantage in interconnect speed. Nvidia plans to begin mass production of the H20 in the second quarter of this year, following a delay from the original November launch due to technical challenges with server integration.
Key takeaways:
- Nvidia is targeting the Chinese AI chip market with the launch of its latest graphics card, the H20, putting it in direct competition with Huawei.
- The H20 is part of Nvidia's strategic response to US export restrictions, offering a China-specific solution that complies with the new regulations.
- While the H20 has impressive capabilities, it may lag behind Huawei's Ascend 910B in certain key areas, but it holds an advantage in interconnect speed.
- Nvidia's plan to begin mass production of the H20 in the second quarter of this year follows a delay from the original November launch due to technical challenges with server integration.