US EditionChinese firms still want Nvidia chips despite government pressure not to buy: Reuters
Chinese tech giants including Alibaba and ByteDance remain eager for Nvidia's AI GPUs despite Beijing's regulatory pressure and US export limits, valuing superior performance over domestic options.
- Chinese tech firms, including Alibaba and ByteDance, remain eager to process orders for Nvidia's H20 AI GPU despite government pressure and summoned inquiries last month.
- This demand persists because Nvidia regained permission in July to sell the H20 in China, while domestic AI chips are still maturing and rewriting infrastructure takes time.
- Chinese firms are closely watching Nvidia's plans for the more powerful B30A chip, based on Blackwell architecture, which they consider a good deal despite costing about double the H20's price.
- Nvidia holds an inventory of 600,000–700,000 H20 chips, has asked TSMC for more, and CEO Jensen Huang assured customers of strong demand and availability despite ongoing export licensing issues.
- Strong demand indicates that Nvidia’s business in China has the potential to reach $50 billion if regulatory approvals proceed smoothly, although domestic competitors like Huawei continue to fuel government initiatives aimed at decreasing reliance on foreign semiconductor technology.
18 Articles
18 Articles
Exclusive: Chinese firms still want Nvidia chips despite government pressure not to buy, sources say
Alibaba , ByteDance and other Chinese tech firms remain keen on Nvidia's artificial intelligence chips despite regulators in Beijing strongly discouraging them from such purchases, four people with knowledge of procurement discussions said.
Colorado Springs Gazette
Investing.comExclusive-Chinese firms still want Nvidia chips despite government pressure not to buy, sources say
(Reuters) -Alibaba, ByteDance and other Chinese tech firms remain keen on Nvidia's artificial intelligence chips despite regulators in Beijing strongly discouraging them from such purchases, four people with knowledge of procurement discussions said.
Is China catching up with Nvidia and other US tech companies?
China is increasingly seen as a long-term challenge for Nvidia and other US tech giants, rather than an opportunity. The capital market last week was dominated by the story of Nvidia after the publication of the financial report and considering its importance for Wall Street as one of the largest companies in the S&P 500 index. The possible reopening of the Chinese market, which has been discussed in recent months, could improve results in the s…
Coverage Details
Bias Distribution
- 57% of the sources are Center
Factuality
To view factuality data please Upgrade to Premium
