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TechTech War

Nvidia’s new China-ready GPUs face uncertainty as Washington signals more chip restrictions

  • Nvidia has not set a launch date for B20 GPU designed to get around export restrictions because of uncertainty around Washington’s plans to update its rules

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The Nvidia logo is seen on its office in Santa Clara, California, May 31, 2023. Photo: AP
Che Panin Beijing
Nvidia has not finalised the delivery time for its latest chip designed to comply with Washington’s export restrictions for China amid a potential escalation of sanctions that could derail roll-out plans, industry sources said.

The California-based chip giant has developed the B20 for Chinese customers, which is a downgraded version of its most powerful Blackwell B200 graphics processing unit (GPU) launched in March, according to two sources, including one person with direct knowledge of the matter.

Nvidia originally planned to start shipping the new chip in the fourth quarter, but that timeline may no longer be realistic as new concerns have risen that an expansion of export controls reportedly being considered by Washington could affect the product, one of the sources said, along with another person familiar with the matter.

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Nvidia declined to comment on Wednesday. Reuters first reported Nvidia’s new chip.
Nvidia CEO Jensen Huang present the Blackwell platform at an event ahead of Computex in Taipei, Taiwan, June 2, 2024. Photo: Reuters
Nvidia CEO Jensen Huang present the Blackwell platform at an event ahead of Computex in Taipei, Taiwan, June 2, 2024. Photo: Reuters

Despite compromised computing capabilities, the B20 will compensate with improved interconnection bandwidth, which allows binding multiple cards together to make up for the lower computing power of a single GPU, according to the people.

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Nvidia, for which China was the third-largest market in the financial year ended January 28, is one of the most prominent tech firms bearing the brunt of increasingly stringent US sanctions on China’s access to advanced semiconductors. Nvidia was barred from selling its A100 and H100 GPUs – two of the most in-demand chips for training and running artificial intelligence (AI) models – to China in August 2022. It later modified those chips to create the A800 and H800 to get around those restrictions, but they were also barred from export to China last October.
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