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Nvidia is developing a new AI chip for China based on its latest Blackwell architecture that will be more powerful than the H20 model it is currently allowed to sell there

Reuters

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43,599 görüntüleme • 10 ay önce •via X (Twitter)

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Nvidia is set to launch a new AI chipset for China at a significantly lower price than its recently restricted H20 model, this and more from the week's round-up of the big stories from the AI revolution

Nvidia is set to launch a new AI chipset for China at a significantly lower price than its recently restricted H20 model, this and more from the week's round-up of the big stories from the AI revolution

Reuters

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🚨🇺🇸 TRUMP: NEGOTIATING CHIP DEALS WITH CHINA "I deal with Jensen, who is a great guy - and Nvidia. The chip that we're talking about, the H20, it's an old chip. China already has a different one. And Jensen also has a new chip, the Blackwell. The Blackwell is super advanced. That's the latest and the greatest in the world." Source: Acyn

🚨🇺🇸 TRUMP: NEGOTIATING CHIP DEALS WITH CHINA "I deal with Jensen, who is a great guy - and Nvidia. The chip that we're talking about, the H20, it's an old chip. China already has a different one. And Jensen also has a new chip, the Blackwell. The Blackwell is super advanced. That's the latest and the greatest in the world." Source: Acyn

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Nvidia received Beijing's approval to sell its H200 AI chips in China and is preparing a Groq AI chip version for the Chinese market, sources said

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Reuters Business

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From Nvidia's new AI chip for China to Apple's push for blood oxygen monitoring on many more of its watches, here is a roundup of the week's most trending stories in tech

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Reuters

40,620 görüntüleme • 10 ay önce

China doesn't want to buy H20, so... Nvidia's specially appointed sales manager Trump said he'd consider letting Nvidia sell a scaled-down version of its Blackwell chip to China - better than H200! 👇🤔 A Blackwell (B200) chip with 30%-50% performance reduction (FP8 compute power of approximately 4,000–5,600 TFLOPS) is closest in performance to 1.5–2 H200 chips or 2 H100 chips in overall performance. Specifically, it is most comparable to the H200 (1,974 TFLOPS FP8), particularly in inference tasks, while slightly outperforming the H200 in training tasks.

China doesn't want to buy H20, so... Nvidia's specially appointed sales manager Trump said he'd consider letting Nvidia sell a scaled-down version of its Blackwell chip to China - better than H200! 👇🤔 A Blackwell (B200) chip with 30%-50% performance reduction (FP8 compute power of approximately 4,000–5,600 TFLOPS) is closest in performance to 1.5–2 H200 chips or 2 H100 chips in overall performance. Specifically, it is most comparable to the H200 (1,974 TFLOPS FP8), particularly in inference tasks, while slightly outperforming the H200 in training tasks.

ShanghaiPanda （ Account deactivation）

26,593 görüntüleme • 10 ay önce

In markets where the Model Y L is currently for sale (China, Australia, Korea, etc.), it is usually priced around 8% higher than the smaller Model Y Premium AWD. Hypothetically, based on that, the Model Y L could be priced around $52,990 in the U.S. It would sell like crazy.

In markets where the Model Y L is currently for sale (China, Australia, Korea, etc.), it is usually priced around 8% higher than the smaller Model Y Premium AWD. Hypothetically, based on that, the Model Y L could be priced around $52,990 in the U.S. It would sell like crazy.

Nic Cruz Patane

167,485 görüntüleme • 2 ay önce

🇺🇸🇨🇳 ‘Game over for Nvidia in China’ Huawei’s new AI chip Ascend 910D is reportedly set to ship this May—designed to directly challenge NVIDIA’s H100. It adopts a quad-chiplet design, breaking free from past architectural limits. Despite higher power consumption, its 384-chip clusters can outperform Blackwell, NVIDIA’s latest. What’s more? Lifecycle cost stays low due to Huawei’s efficient manufacturing—cheaper to build, maintain, and scale. After the U.S. blocked China from NVIDIA’s H20, Chinese tech giants quickly pivoted to domestic chips. Demand for Huawei’s 910C soared—up to $20K per chip, and still backordered. China isn’t just surviving the chip war. It’s adapting, scaling, and closing the gap fast.

🇺🇸🇨🇳 ‘Game over for Nvidia in China’ Huawei’s new AI chip Ascend 910D is reportedly set to ship this May—designed to directly challenge NVIDIA’s H100. It adopts a quad-chiplet design, breaking free from past architectural limits. Despite higher power consumption, its 384-chip clusters can outperform Blackwell, NVIDIA’s latest. What’s more? Lifecycle cost stays low due to Huawei’s efficient manufacturing—cheaper to build, maintain, and scale. After the U.S. blocked China from NVIDIA’s H20, Chinese tech giants quickly pivoted to domestic chips. Demand for Huawei’s 910C soared—up to $20K per chip, and still backordered. China isn’t just surviving the chip war. It’s adapting, scaling, and closing the gap fast.

𝘊𝘰𝘳𝘳𝘪𝘯𝘦

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As the US tries to stay ahead in the AI race, Nvidia's AI chips have been a key focus of US export controls. The company says it will have to take $5.5 billion in charges after the Trump government limited exports of its H20 chip to China

As the US tries to stay ahead in the AI race, Nvidia's AI chips have been a key focus of US export controls. The company says it will have to take $5.5 billion in charges after the Trump government limited exports of its H20 chip to China

Reuters

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DeepSeek launched a preview of its new AI model adapted for Huawei chip technology, marking a shift from Nvidia chips and highlighting China's advances in artificial intelligence

DeepSeek launched a preview of its new AI model adapted for Huawei chip technology, marking a shift from Nvidia chips and highlighting China's advances in artificial intelligence

Reuters

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Trump on the $NVDA $AMD 15% revenue share: "I wanted 20%, but Jensen negotiated me down to 15%. We are only doing this for the H20 chips. We may do this for Blackwell, but it would be a lesser version of the most powerful Blackwell chip."

Trump on the $NVDA $AMD 15% revenue share: "I wanted 20%, but Jensen negotiated me down to 15%. We are only doing this for the H20 chips. We may do this for Blackwell, but it would be a lesser version of the most powerful Blackwell chip."

amit

319,641 görüntüleme • 10 ay önce

ELON MUSK: "The AI 5 chip which is going to be a great chip. All of Tesla hinges on that chip. That's the chip that going to our next gen self driving cars and it's also essential for Optimus. It's performance per watt is extremely good. It is probably going to be at least 2-3 times better than NVIDIA performance per watt and 10% cost of the NVIDIA chip something like that."

ELON MUSK: "The AI 5 chip which is going to be a great chip. All of Tesla hinges on that chip. That's the chip that going to our next gen self driving cars and it's also essential for Optimus. It's performance per watt is extremely good. It is probably going to be at least 2-3 times better than NVIDIA performance per watt and 10% cost of the NVIDIA chip something like that."

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NVIDIA $NVDA CEO, Jensen Huang just unveiled the N1X chip at Asia's largest tech expo Co-developed with MediaTek, this beast is built on the Blackwell architecture and runs the entire NVIDIA software stack flawlessly. "A chip that would take 33 years to build." Looks like future of AI hardware has officially arrived.

NVIDIA $NVDA CEO, Jensen Huang just unveiled the N1X chip at Asia's largest tech expo Co-developed with MediaTek, this beast is built on the Blackwell architecture and runs the entire NVIDIA software stack flawlessly. "A chip that would take 33 years to build." Looks like future of AI hardware has officially arrived.

The AI Colony R&D

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Jensen Huang says it has “largely conceded” China’s AI chip market to Huawei Nvidia was not rejected because China “hates” Nvidia. It was pushed out because Washington turned chips into a leash. China learned the lesson very clearly: You cannot build AI sovereignty on hardware that your geopolitical rival can revoke with one export-control memo. Jensen Huang can be friendly. Nvidia can be excellent. Chinese demand can be huge. None of that changes the strategic reality. If the neck of China’s AI industry depends on an American-controlled chip supply, then it is not an industry. It is a hostage. So China did what any serious civilization-state would do: It built alternatives. It endured the pain. It let Huawei grow into the space Washington forced open. Now Nvidia says it has “largely conceded” China’s AI chip market to Huawei. That is not China closing a door. That is America sawing off the bridge, then acting surprised when China built its own road.

Jensen Huang says it has “largely conceded” China’s AI chip market to Huawei Nvidia was not rejected because China “hates” Nvidia. It was pushed out because Washington turned chips into a leash. China learned the lesson very clearly: You cannot build AI sovereignty on hardware that your geopolitical rival can revoke with one export-control memo. Jensen Huang can be friendly. Nvidia can be excellent. Chinese demand can be huge. None of that changes the strategic reality. If the neck of China’s AI industry depends on an American-controlled chip supply, then it is not an industry. It is a hostage. So China did what any serious civilization-state would do: It built alternatives. It endured the pain. It let Huawei grow into the space Washington forced open. Now Nvidia says it has “largely conceded” China’s AI chip market to Huawei. That is not China closing a door. That is America sawing off the bridge, then acting surprised when China built its own road.

𝘊𝘰𝘳𝘳𝘪𝘯𝘦

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"We do not want the standard to become Chinese across the world, or even in China." US Treasury Secretary Scott Bessent tells Jonathan Ferro and annmarie hordern the agreement for Nvidia to share revenues from sales of its H20 chip in China is a "unique solution" that could be expanded over time

"We do not want the standard to become Chinese across the world, or even in China." US Treasury Secretary Scott Bessent tells Jonathan Ferro and annmarie hordern the agreement for Nvidia to share revenues from sales of its H20 chip in China is a "unique solution" that could be expanded over time

Bloomberg

40,531 görüntüleme • 10 ay önce

Watch Nvidia CEO Jensen Huang reveal what he described as the state of the art in AI hardware: the new Rubin computing architecture. “Vera Rubin is designed to address this fundamental challenge that we have: The amount of computation necessary for AI is skyrocketing.” Huang said. “Today, I can tell you that Vera Rubin is in full production.” According to Nvidia’s tests, Rubin architecture operates three and a half times faster than the previous Blackwell architecture on model-training tasks and five times faster on inference tasks, and that's just the start.

Watch Nvidia CEO Jensen Huang reveal what he described as the state of the art in AI hardware: the new Rubin computing architecture. “Vera Rubin is designed to address this fundamental challenge that we have: The amount of computation necessary for AI is skyrocketing.” Huang said. “Today, I can tell you that Vera Rubin is in full production.” According to Nvidia’s tests, Rubin architecture operates three and a half times faster than the previous Blackwell architecture on model-training tasks and five times faster on inference tasks, and that's just the start.

TechCrunch

76,394 görüntüleme • 5 ay önce

Trump on Nvidia: This is an old chip that China already has… I said I want 20% if I’m going to approve this for you for our country. He said will you make it 15%. So we negotiated a deal. On the Blackwell, I think he’s coming to see me about that.

Trump on Nvidia: This is an old chip that China already has… I said I want 20% if I’m going to approve this for you for our country. He said will you make it 15%. So we negotiated a deal. On the Blackwell, I think he’s coming to see me about that.

Acyn

196,944 görüntüleme • 10 ay önce

China has approved its first batch of Nvidia H200 AI chip imports, sources familiar with the matter told Reuters, marking a shift in position as Beijing seeks to balance its AI needs with support for its domestic semiconductor industry

China has approved its first batch of Nvidia H200 AI chip imports, sources familiar with the matter told Reuters, marking a shift in position as Beijing seeks to balance its AI needs with support for its domestic semiconductor industry

Reuters

70,348 görüntüleme • 5 ay önce

Nvidia CEO Jensen Huang said that the artificial intelligence chip leader will build seven new supercomputers for the US Department of Energy, and said the company has $500 billion in bookings for its AI chips

Nvidia CEO Jensen Huang said that the artificial intelligence chip leader will build seven new supercomputers for the US Department of Energy, and said the company has $500 billion in bookings for its AI chips

Reuters

40,316 görüntüleme • 8 ay önce

Will Nvidia actually sell its H200 chips to China? "I am surprised that we somehow went from the H20 being a bad idea, to the H200 being a good idea." "Until they start shipping and revenue gets cited by NVIDIA, I'm not yet a believer that this is a done deal." — Patrick Moorhead Full episode:

Will Nvidia actually sell its H200 chips to China? "I am surprised that we somehow went from the H20 being a bad idea, to the H200 being a good idea." "Until they start shipping and revenue gets cited by NVIDIA, I'm not yet a believer that this is a done deal." — Patrick Moorhead Full episode:

The Information

12,313 görüntüleme • 6 ay önce

$Elon Musk just put a number on the flaw at the center of Nvidia’s empire. Wall Street has not done the math yet. Nvidia’s Blackwell is the most sought-after silicon on Earth. Every AI lab wants it. Every sovereign nation is bidding for it. Blackwell runs every model, for every company, in every data center on the planet. That universality built the empire. It is also the fracture point. Musk: “We believe the AI5 chip will be about a third of the power of an Nvidia Blackwell for roughly comparable performance. And much less than 10% of the cost.” One-third the power. Comparable performance. Less than ten percent of the cost. Musk: “This is a chip that is very much optimized for the Tesla AI software stack. It’s not meant to be a general purpose chip.” Nvidia builds silicon that serves a million different customers. Every transistor spent on universal compatibility is a transistor not dedicated to one task. Tesla is building silicon for exactly one customer. Itself. When you strip away every function you will never call, you do not get a lesser chip. You get a weapon. Here is what the market refuses to see. Data centers drink unlimited power from the grid. Robots run on batteries. Musk: “In order to have a functional robot, you have to have a great AI chip. And it needs to be an inexpensive chip and it needs to be very power efficient.” You cannot put a Blackwell inside a walking machine. It would drain the battery before it crossed the room. The entire AI revolution lives inside air-conditioned buildings bolted to the electrical grid. Musk is not competing for that market. He is engineering the silicon that survives outside of it. One-third the power is not a spec sheet footnote. It is the physics threshold that severs intelligence from the wall socket. Without that number, every robot on Earth stays tethered. With it, the algorithm walks. Less than ten percent of the cost is not a pricing strategy. It is the line where a machine brain stops being a capital expenditure and becomes a commodity component. When the chip inside a humanoid costs less than the motors in its legs, you do not manufacture hundreds of robots. You manufacture millions. Wall Street is valuing the AI revolution by who dominates the data center. Musk is building the only silicon designed to leave one. Nvidia built the brain of the cloud. Musk is building the brain of the physical world. No one has priced that in yet.$

Elon Musk just put a number on the flaw at the center of Nvidia’s empire. Wall Street has not done the math yet. Nvidia’s Blackwell is the most sought-after silicon on Earth. Every AI lab wants it. Every sovereign nation is bidding for it. Blackwell runs every model, for every company, in every data center on the planet. That universality built the empire. It is also the fracture point. Musk: “We believe the AI5 chip will be about a third of the power of an Nvidia Blackwell for roughly comparable performance. And much less than 10% of the cost.” One-third the power. Comparable performance. Less than ten percent of the cost. Musk: “This is a chip that is very much optimized for the Tesla AI software stack. It’s not meant to be a general purpose chip.” Nvidia builds silicon that serves a million different customers. Every transistor spent on universal compatibility is a transistor not dedicated to one task. Tesla is building silicon for exactly one customer. Itself. When you strip away every function you will never call, you do not get a lesser chip. You get a weapon. Here is what the market refuses to see. Data centers drink unlimited power from the grid. Robots run on batteries. Musk: “In order to have a functional robot, you have to have a great AI chip. And it needs to be an inexpensive chip and it needs to be very power efficient.” You cannot put a Blackwell inside a walking machine. It would drain the battery before it crossed the room. The entire AI revolution lives inside air-conditioned buildings bolted to the electrical grid. Musk is not competing for that market. He is engineering the silicon that survives outside of it. One-third the power is not a spec sheet footnote. It is the physics threshold that severs intelligence from the wall socket. Without that number, every robot on Earth stays tethered. With it, the algorithm walks. Less than ten percent of the cost is not a pricing strategy. It is the line where a machine brain stops being a capital expenditure and becomes a commodity component. When the chip inside a humanoid costs less than the motors in its legs, you do not manufacture hundreds of robots. You manufacture millions. Wall Street is valuing the AI revolution by who dominates the data center. Musk is building the only silicon designed to leave one. Nvidia built the brain of the cloud. Musk is building the brain of the physical world. No one has priced that in yet.

Dustin

160,181 görüntüleme • 2 ay önce