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NVIDIA, AMD may soon start selling new AI chips in China to comply with US restrictions

  • NVIDIA and AMD are set to begin selling new AI chips in China to comply with US restrictions on exporting advanced semiconductor technology to the country.
  • NVIDIA will introduce a stripped-down AI GPU called 'B20', while AMD plans to target AI workload needs with its new Radeon AI PRO R9700 workstation GPU in China starting from July.
  • NVIDIA is working on a budget AI chip based on its Blackwell architecture for China, priced at $6,500-$8,000, whereas its H20 GPUs are sold for $10,000-$12,000 each.
  • In Q1, NVIDIA incurred a $4.5 billion charge due to licensing requirements hindering the sale of its H20 AI chip in China. The company anticipates an $8 billion revenue impact in Q2 from licensing restrictions.

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