Meanwhile, Chinese companies including Huawei, Baidu, Xiaomi, Oppo, and others are developing their own semiconductors in case they can no longer do business with Nvidia. Despite this, some previous customers may remain loyal to Nvidia due to its reputation and robust software. The new chips could be unveiled by November 16 and sales could commence before the end of the year.
Key takeaways:
- Nvidia is reportedly developing new AI chips, HGX H20, L20, and L2, specifically designed to circumvent the latest US export restrictions to China.
- The US government has restricted chip exports to China, including Nvidia's A100, H100, A800, and H800 chips, due to concerns they could be used to support China's military.
- Chinese companies such as Huawei, Baidu, Xiaomi, Oppo, and others are developing their own semiconductors as a backup plan if they can no longer do business with Nvidia.
- Nvidia could potentially unveil the new chips by November 16 and start sales before the end of the year.