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The Hindu
a day ago
- Business
- The Hindu
Nvidia to launch cheaper Blackwell AI chip in China; Putin says Microsoft, Zoom should be ‘throttled' in Russia; Rest of the world hopes to lure U.S. scientific talent
Nvidia to launch cheaper Blackwell AI chip in China Nvidia plans to launch a new cheaper Blackwell AI chipset for China at a much lower price in comparison with the H20 chip with production set to begin by June. The GPU is expected to be priced between $6,500 and $8,000 less than the $10,000 and $12,000 range that the H20 was sold at. This could indicate that the chipset will have weaker specifications and simpler manufacturing requirements. The AI chip will be based on Nvidia's RTX Pro 6000D, a server-class graphics processor and will implement the traditional GDDR7 memory instead of more advanced high bandwidth memory. China accounted for 13% of Nvidia's sales in the past financial year. Nvidia's market share in China has sunk from 95% before 2022 to 50% presently, CEO Jensen Huang said. Putin says Microsoft, Zoom should be 'throttled' in Russia Russian President Vladimir Putin has signalled in a speech that foreign service providers like Microsoft and Zoom should be 'throttled' in Russia. He said that Russia had offered a favourable environment for these U.S.-based companies and not limited their operations in the country. However, he said that they were trying to 'throttle' Russia and now it was their turn to respond in kind. He also said that other companies which had chosen to exit Russia wouldn't receive a warm reception if they chose to return. Putin also called for the strengthening homegrown tech solutions to tackle competition from the U.S. A host of companies have chosen to suspend business or reduce it in Russia post their invasion of Ukraine. Rest of the world hopes to lure U.S. scientific talent The spending cuts imposed by Trump on scientific research has led to thousands of scientists losing their jobs or grants, a gap that the rest of the world is looking to cash in on. Programs from countries like Canada, France and Australia are all looking to woo U.S. talent for areas like medical research. Trump has made massive cuts at the National Academy of Sciences, the National Institutes of Health, NASA and other agencies while also slashing funding for private universities. These recruiters are all offering U.S. one thing to make the job appealing - academic freedom. The 'Safe Place for Science' program at Aix-Marseille University in France has reportedly received interest from U.S. scientists including AI researchers and astrophysicists.
Time of India
2 days ago
- Business
- Time of India
Nvidia may launch more affordable version of its most powerful GPUs for China
Nvidia is preparing to release a new artificial intelligence (AI) chip for the Chinese market at a significantly lower price point than its restricted H20 model, a report has claimed. The new chip, part of Nvidia's Blackwell architecture lineup, is said to enter mass production by June. Price of Nvidia's affordable AI chips for China Citing sources familiar with the matter, news agency Reuters said that the graphics processing unit (GPU) is expected to cost between $6,500 and $8,000 -- below the $10,000 to $12,000 price of the H20 chip it replaces. The reduced price is said to be due to scaled-back specifications and simplified manufacturing requirements. What is changing in Nvidia's affordable AI chips for China Notably, the upcoming chip will reportedly be based on Nvidia's RTX Pro 6000D, using GDDR7 memory instead of the high-bandwidth memory (HBM) used in more advanced models. It will also not include Taiwan Semiconductor Manufacturing Co.'s CoWoS packaging technology. Nvidia has not officially disclosed the specifications, price, or launch timeline of the chip. by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like Free P2,000 GCash eGift UnionBank Credit Card Apply Now Undo A company spokesperson said Nvidia is still evaluating its "limited" options for the Chinese market and awaits approval from US authorities. 'Until we settle on a new product design and receive approval from the US government, we are effectively foreclosed from China's $50 billion data center market,' the spokesperson was quoted as saying. Why China is important market for Nvidia The move is Nvidia's third attempt to develop a GPU tailored for China after US restrictions blocked earlier models from being exported. China accounted for 13% of Nvidia's sales in the last fiscal year. Despite its reduced computing power, the new GPU is seen as a necessary step for Nvidia to maintain a presence in China. Industry analysts expect Chinese firms to close the performance gap with downgraded Nvidia chips within one to two years. However, Nvidia maintains a key advantage through its CUDA software platform, which is widely used by developers to build AI applications. Nvidia's market share in China has fallen from 95% in 2022 to about 50% currently, CEO Jensen Huang said last week. He warned that ongoing export controls could push more Chinese customers toward domestic alternatives like Huawei. In addition to the new chip set for June, sources told the publication that Nvidia is also developing a second Blackwell-based GPU aimed at China, scheduled for production in September.
Business Insider
2 days ago
- Business
- Business Insider
Nvidia Pivots to Cheaper and Simpler Blackwell AI Chips for China
American semiconductor giant Nvidia (NVDA) is reportedly designing cheaper and simpler versions of its Blackwell artificial intelligence (AI) chips for export to China, to circumvent the new H20 chip export restrictions. The news was first reported by Reuters, citing sources familiar with the matter. Confident Investing Starts Here: Interestingly, the chipmaker is expected to begin mass production of these cheaper chips in June. The proposed chip will have weaker specifications compared to the current H20 models and will be produced using simple manufacturing techniques. Nvidia has said that the new chip restrictions will result in a $5.5 billion inventory write-off and the loss of nearly $15 billion in potential sales. Here's How Nvidia Will Skirt Chip Export Curbs The new GPUs (Graphic Processing Units) will be part of Nvidia's latest Blackwell family of processors, priced between $6,500 and $8,000 per unit, much lower than the $10,000 to $12,000 price tag of the advanced H20 GPUs. Moreover, the chip will use traditional GDDR7 memory to circumvent restrictions on exporting chips with high bandwidth memory (HBM), which is used in more advanced models. Additionally, the chip will be based on Nvidia's older RTX Pro 6000D processor, a server-class graphics processor. Finally, Nvidia will not use Taiwan Semiconductor Manufacturing's (TSM) CoWoS (Chip-on-Wafer-on-Substrate) packaging technology for these chips. Nvidia is exploring different strategies to continue exporting chips to China, which remains its second-largest market. This is the third time the chip giant is changing chip specifications to comply with the U.S.' chip export restrictions. These export curbs have caused a sharp decline in Nvidia's sales in China, down to 13% in Fiscal 2024. CEO Jensen Huang recently stated that the company is steadily losing market share in China to domestic competitors, especially Huawei, with its share falling to 50% from 95% before the export restrictions first took effect in 2022. Huang expects China's chip market to grow into a massive $50 billion sales market in the coming years and is determined to recapture a larger share. According to Main Street Data chart, China has remained Nvidia's second-largest revenue market after the U.S. Is NVDA a Buy Before Earnings? Ahead of Nvidia's Q1FY26 results, Wall Street remains highly bullish about Nvidia's long-term stock trajectory. On TipRanks, NVDA stock commands a Strong Buy consensus rating based on 34 Buys, five Holds, and one Sell rating. Also, the average Nvidia price target of $164.51 implies 25.3% upside potential from current levels. Year-to-date, NVDA stock has lost 2.2%.
The Hindu
3 days ago
- Business
- The Hindu
Nvidia to launch cheaper Blackwell AI chip for China after U.S. export curbs
Nvidia will launch a new artificial intelligence chipset for China at a significantly lower price than its recently restricted H20 model and plans to start mass production as early as June, sources familiar with the matter said. The GPU or graphics processing unit will be part of Nvidia's latest generation Blackwell-architecture AI processors and is expected to be priced between $6,500 and $8,000, well below the $10,000-$12,000 the H20 sold for, according to two of the sources. The lower price reflects its weaker specifications and simpler manufacturing requirements. It will be based on Nvidia's RTX Pro 6000D, a server-class graphics processor, and will use conventional GDDR7 memory instead of more advanced high bandwidth memory, the two sources said. They added it would not use Taiwan Semiconductor Manufacturing Co's advanced Chip-on-Wafer-on-Substrate (CoWoS) packaging technology. The new chip's price, production timing and above details have not previously been reported. The three sources Reuters spoke to for this article declined to be identified as they were not authorised to speak to media. An Nvidia spokesperson said the company was still evaluating its "limited" options. "Until we settle on a new product design and receive approval from the U.S. government, we are effectively foreclosed from China's $50 billion data center market." TSMC declined to comment. China remains a huge market for Nvidia, accounting for 13% of its sales in the past financial year. It's the third time that Nvidia has had to tailor a GPU for the world's second-largest economy after restrictions from U.S. authorities who are keen to stymie Chinese technological development. Nvidia's new GPU, despite its much weaker computing power compared to the H20, is expected to keep the company competitive despite the loss of substantial market share thus far due to export restrictions. Its main rival in China is Huawei which produces the Ascend 910B chip. "Domestic Chinese technologies like Huawei are expected to catch up with the computing performance of downgraded versions within one to two years," said Nori Chiou, an expert in semiconductors and investment director at Singapore-based White Oak Capital Partners. Nvidia's "remaining edge lies primarily in its ability to integrate AI clusters with its CUDA platform," he added. CUDA is the company's programming architecture engineers use to build their AI models and apps on its GPUs. Its broad use and the ecosystem built around it makes developers keen to stick with Nvidia. ANOTHER CHIP Nvidia's market share in China has plummeted from 95% before 2022, when U.S. export curbs that impacted its products began, to 50% currently, Nvidia CEO Jensen Huang told reporters in Taipei last week. Huang also warned that if U.S. export curbs continue, more Chinese customers will buy Huawei's chips. According to two of the sources, Nvidia is also developing another Blackwell-architecture chip for China that is set to begin production as early as September. Reuters was not immediately able to learn the specifications of that variant. After the U.S. effectively banned the H20 in April, Nvidia initially considered developing a downgraded version of the H20 for China, sources have said, but that plan didn't work out. Huang has said the company's older Hopper architecture - which the H20 uses - can no longer accommodate further modifications under current U.S. export restrictions. Reuters was unable to determine the final name for the new GPU to be launched as early as June. Chinese brokerage GF Securities said in a note published last week that it would likely be called the 6000D or the B40, though it did not disclose pricing or cite sources for the information. The H20 ban forced Nvidia to write off $5.5 billion in inventory and Huang told the Stratechery podcast last week that the company also had to walk away from $15 billion in sales. The latest export restrictions introduced new limits on GPU memory bandwidth - a crucial metric measuring data transmission speeds between the main processor and memory chips. This capability is particularly important for AI workloads that require extensive data processing. Investment bank Jefferies estimates that the new regulations cap memory bandwidth at 1.7-1.8 terabytes per second. That compares with the 4 terabytes per second that the H20 is capable of. GF Securities forecast the new GPU will achieve approximately 1.7 terabytes per second using GDDR7 memory technology, just within the export control limits.
Time of India
3 days ago
- Business
- Time of India
Nvidia to launch cheaper Blackwell AI chip for China after US export curbs, sources say
Nvidia will launch a new artificial intelligence chipset for China at a significantly lower price than its recently restricted H20 model and plans to start mass production as early as June, sources familiar with the matter said. The GPU or graphics processing unit will be part of Nvidia's latest generation Blackwell-architecture AI processors and is expected to be priced between $6,500 and $8,000, well below the $10,000-$12,000 the H20 sold for, according to two of the sources. The lower price reflects its weaker specifications and simpler manufacturing requirements. It will be based on Nvidia's RTX Pro 6000D, a server-class graphics processor and will use conventional GDDR7 memory instead of more advanced high bandwidth memory, the two sources said. They added it would not use Taiwan Semiconductor Manufacturing Co's advanced Chip-on-Wafer-on-Substrate (CoWoS) packaging technology. The new chip's price, specifications and production timing have not previously been reported. The three sources Reuters spoke to for this article declined to be identified as they were not authorised to speak to media. An Nvidia spokesperson said the company was still evaluating its "limited" options. "Until we settle on a new product design and receive approval from the U.S. government, we are effectively foreclosed from China's $50 billion data center market." TSMC declined to comment. Market share plunge China remains a huge market for Nvidia, accounting for 13% of its sales in the past financial year. It's the third time that Nvidia has had to tailor a GPU for the world's second-largest economy after restrictions from U.S. authorities who are keen to stymie Chinese technological development. After the U.S. effectively banned the H20 in April, Nvidia initially considered developing a downgraded version of the H20 for China, sources have said, but that plan didn't work out. Nvidia CEO Jensen Huang said last week the company's older Hopper architecture - which the H20 uses - can no longer accommodate further modifications under current U.S. export restrictions. Reuters was unable to determine the product's final name. Chinese brokerage GF Securities said in a note published on Tuesday that the new GPU would likely be called the 6000D or the B40, though it did not disclose pricing or cite sources for the information. According to two of the sources, Nvidia is also developing another Blackwell-architecture chip for China that is set to begin production as early as September. Reuters was not immediately able to confirm specifications of that variant. Nvidia's market share in China has plummeted from 95% before 2022, when U.S. export curbs that impacted its products began, to 50% currently, Huang told reporters in Taipei this week. Its main competitor is Huawei which produces the Ascend 910B chip. Huang also warned that if U.S. export curbs continue, more Chinese customers will buy Huawei's chips. The H20 ban forced Nvidia to write off $5.5 billion in inventory and Huang told the Stratechery podcast on Monday that the company also had to walk away from $15 billion in sales. The latest export restrictions introduced new limits on GPU memory bandwidth - a crucial metric measuring data transmission speeds between the main processor and memory chips. This capability is particularly important for AI workloads that require extensive data processing. Investment bank Jefferies estimates that the new regulations cap memory bandwidth at 1.7-1.8 terabytes per second. That compares with the 4 terabytes per second that the H20 is capable of. GF Securities forecast the new GPU will achieve approximately 1.7 terabytes per second using GDDR7 memory technology, just within the export control limits.
