Latest news with #chipset
CTV News
6 days ago
- Business
- CTV News
Nvidia to launch cheaper Blackwell AI chip for China after U.S. export curbs, sources say
BEIJING/TAIPEI — 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 US$6,500 and US$8,000, well below the US$10,000-US$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 (HBM), 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 authorized 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. Nicolas Gaudois, head of Asia technology research at UBS, said, however, that a new GPU with conventional memory would be insufficient for some AI training and inference uses. 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. (Reporting by Liam Mo in Beijing and Fanny Potkin in Taipei; Additional reporting by Karen Freifeld in New York and Che Pan in Beijing; Editing by Brenda Goh and Edwina Gibbs)
Yahoo
6 days ago
- Business
- Yahoo
NVIDIA Corporation (NVDA) to Launch Cheaper Blackwell AI Chip for China, Says Report
NVIDIA Corporation (NASDAQ:NVDA) is set to launch a new AI chipset for China amid U.S. export curbs, Reuters reported on Saturday, with mass production likely to begin as early as next month. The GPU will be part of NVIDIA Corporation (NASDAQ:NVDA)'s Blackwell-architecture AI processors. It is expected to be priced between $6,500 and $8,000, significantly lower than the recently restricted H20 model. A close-up of a colorful high-end graphics card being plugged in to a gaming computer. The lower price reflects the GPU's weaker specifications, which sources say will be based on RTX Pro 6000D and use GDDR7 memory in place of more advanced memory. They also added that it will not use TSMC's advanced CoWoS packaging technology. China is an attractive market for NVIDIA Corporation (NASDAQ:NVDA). The country accounted for nearly 13% of its sales last year. This is the third instance of the company having to tailor a GPU for the Chinese market due to restrictions from American authorities. After the U.S. banned the H20 chip in April this year, NVIDIA Corporation (NASDAQ:NVDA) considered manufacturing a downgraded version of the chip for China, but the plan did not work out. Sources also told Reuters that NVIDIA Corporation (NASDAQ:NVDA) was planning to build another Blackwell AI chip for China, with production expected to begin in September. The company's market share in China has declined since 2022 due to the U.S. export restrictions, resulting in an increasing number of Chinese customers turning toward Huawei's chips. While we acknowledge the potential of NVDA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than NVDA and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: ChatGPT Stock Advice: Top 12 Stock Recommendations and 10 Cheap Rising Stocks to Buy Right Now. Disclosure: None.
Yahoo
6 days ago
- Business
- Yahoo
NVIDIA Corporation (NVDA) to Launch Cheaper Blackwell AI Chip for China, Says Report
NVIDIA Corporation (NASDAQ:NVDA) is set to launch a new AI chipset for China amid U.S. export curbs, Reuters reported on Saturday, with mass production likely to begin as early as next month. The GPU will be part of NVIDIA Corporation (NASDAQ:NVDA)'s Blackwell-architecture AI processors. It is expected to be priced between $6,500 and $8,000, significantly lower than the recently restricted H20 model. A close-up of a colorful high-end graphics card being plugged in to a gaming computer. The lower price reflects the GPU's weaker specifications, which sources say will be based on RTX Pro 6000D and use GDDR7 memory in place of more advanced memory. They also added that it will not use TSMC's advanced CoWoS packaging technology. China is an attractive market for NVIDIA Corporation (NASDAQ:NVDA). The country accounted for nearly 13% of its sales last year. This is the third instance of the company having to tailor a GPU for the Chinese market due to restrictions from American authorities. After the U.S. banned the H20 chip in April this year, NVIDIA Corporation (NASDAQ:NVDA) considered manufacturing a downgraded version of the chip for China, but the plan did not work out. Sources also told Reuters that NVIDIA Corporation (NASDAQ:NVDA) was planning to build another Blackwell AI chip for China, with production expected to begin in September. The company's market share in China has declined since 2022 due to the U.S. export restrictions, resulting in an increasing number of Chinese customers turning toward Huawei's chips. While we acknowledge the potential of NVDA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than NVDA and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: ChatGPT Stock Advice: Top 12 Stock Recommendations and 10 Cheap Rising Stocks to Buy Right Now. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Al Arabiya
24-05-2025
- Business
- Al Arabiya
Nvidia to launch cheaper Blackwell AI chip for China after US export curbs: Sources
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 authorized 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 US 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 percent 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 US authorities who are keen to stymie Chinese technological development. After the US 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 US 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 percent before 2022, when US export curbs that impacted its products began, to 50 percent currently, Huang told reporters in Taipei this week. Its main competitor is Huawei which produces the Ascend 910B chip. Huang also warned that if US 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.
Yahoo
24-05-2025
- Business
- Yahoo
Nvidia to launch cheaper Blackwell AI chip for China after US export curbs, sources say
By Liam Mo and Fanny Potkin BEIJING/TAIPEI (Reuters) -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. 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. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
