Chinese companies began to order Nvidia H20 chips in large quantities?

Xinzhixun

2024-07-04 11:17Posted on the official account of Guangdong Xinzhixun

On July 4, according to Morgan Stanley's latest report, Nvidia (NVIDIA) company's artificial intelligence (AI) chip H20 series for the Chinese market has begun to attract purchases from Chinese technology giants such as Baidu, Alibaba, Tencent and ByteDance. Some domestic media also reported that Chinese companies have begun to order Nvidia H20 chips in large quantities.

Previously, after the United States continued to upgrade and restrict the export of advanced artificial intelligence chips to China, many Nvidia customers in China turned to the domestic Ascend 910B, which also made it reported that at the beginning of this year, Nvidia had a cold supply (castration) of the AI chip H20 for Huate in the Chinese market, and many Chinese cloud manufacturers and Internet manufacturers were less interested in purchasing. This has led many organizations to believe that Nvidia will lose most of its revenue from the Chinese market.

Supply chain sources such as Inventec, a server and data center provider, said that Nvidia's H20 AI GPU has begun to attract more interest from Chinese customers due to supply issues with the Ascend 910B chip, according to the report. Previously, it was rumored that the production yield of the Ascend 910B chip was only 20%.

Although the Nvidia H20 chip is far inferior to the H100 in terms of performance, its AI computing power is less than 15% of that of the H100, and some of the performance is even inferior to the Ascend 910B. However, Chinese manufacturers have no choice but to choose H20 when there is no better choice, or when the supply of optional domestic AI chips is insufficient.

Editor: Xinzhixun-Rogue Sword

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