According to Reuters, Nvidia is about to launch a new AI chip for the Chinese market, expected to be priced between $6500 and $8000, much lower than the $10000 to $12000 for H20 chips. The lower price reflects its weaker specifications and simpler manufacturing requirements, avoiding advanced technology restricted by US export rules.

It is rumored that Nvidia will launch a new generation of Blackwell architecture artificial intelligence chips for the Chinese market. The memory will use the lower cost GDDR7, and the memory bandwidth will be limited to 1.7-1.8TB per second, while abandoning TSMC's CoWoS advanced packaging technology, which will significantly reduce the cost of this chip. It is expected to start mass production as early as June this year and enter the Chinese market in July, but Reuters cannot determine the final name of the product.

Previously, the United States announced a new censorship ban in April, requiring NVIDIA H20 or other chips with equivalent performance such as memory bandwidth and interconnect bandwidth to obtain additional licenses when exporting to the Chinese market.

After the announcement of the new export ban, NVIDIA's cloud service provider (CSP) customers in China are currently unable to obtain H20 smoothly, and the plan to launch the new solution B30 in the second half of this year will also change. NVIDIA will launch the RTX PRO 6000 special edition for the Chinese market, with estimated performance between the previous generation L40S and the Chinese special edition L20. The specifications are exactly within the scope of export control.

At present, Chinese cloud service providers have stable demand for NVIDIA L20, mainly used to supplement the application market for small model training or AI inference. It is expected that the demand will continue after the release of the RTX PRO 6000 special edition.

China remains NVIDIA's huge market, accounting for 13% of its sales in the previous fiscal year, indicating that Huang Renxun is unwilling to give up.

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