- Nvidia porcelain h20 chips are out of sale, but Blackwell chips on scale can be approved
- China is an opportunity of $ 50 billion for Nvidia, with an annual growth potential of 50%
- China may not want to buy NVIDIA fleas on supposed security risks and American comments
NVIDIA CEO Jensen Huang said discussions with the US government on Blackwell GPU sales authorization on Blackwell in China had started, but that could take time to conclude an agreement.
According to PK Press Club Report, Trump indicated that Nvidia could sell a less powerful version of Blackwell to China which is 30 to 50% less capable than the ordinary version.
However, the White House fears that even the chips of stripped AI will support the military and technological force of China, hence the delays that Nvidia is faced with regard to a decision.
Nvidia can start again to sell low -performance blackwell fleas in China
Huang estimates that China represents an opportunity of $ 50 billion for Nvidia, potentially increasing 50% per year if access to the sale of shavings in the country is authorized. For a company with $ 46.7 billion in quarterly income, this is a considerable opportunity.
Nvidia had already done the AI H20 chip so that China responds to the export restrictions of the Biden era, but this was prohibited for security problems when Trump came to power. H20 sales in China are still on a break, but at costs for Nvidia, which loses billions of sales.
Meanwhile, China has promoted the use of national fleas to fill the gap left by the sales of Nvidia blocked. The country would also have asked local companies to avoid NVIDIA tokens, citing security risks.
China’s reluctance to buy NVIDIA fleas could be more in -depth following the comments of the US Secretary for Trade Howard Lutnick, who said the plan was to make China depending on American technology.
On the other hand, Huang maintains that the activation of American companies to sell IA fleas in China helps the United States establishing standards and winning the world race.
NVIDIA recently displayed an increase of 56% in annual sliding of quarterly income, noting a lack of H20 sales in China and a version of $ 180 million in the previously reserved H20 inventory, from around $ 650 million in H20 sales without restriction.
Huang congratulated Blackwell’s performance gains, adding that the production of ultra blackwell “accumulates at full speed”.
