Nvidia and AMD are gearing up to introduce new AI-focused GPUs in China, despite recent U.S. export restrictions on advanced semiconductor technology. According to industry insiders, Taiwanese tech publication DigiTimes reports that supply chain sources reveal these chipmakers will launch tailored AI chips in the Chinese market starting this July.
Nvidia is set to release a simplified AI GPU, internally code-named “B20,” designed specifically for AI workloads. Meanwhile, AMD plans to introduce its Radeon AI PRO R9700 workstation GPU, aimed at meeting the increasing demand for AI computing power. These strategic moves aim to help both companies maintain their presence in China’s rapidly growing AI sector amid regulatory challenges.
Earlier this week, reports indicated Nvidia is developing a more affordable AI chip based on its Blackwell architecture, targeting the Chinese market with a price tag between $6,500 and $8,000. This is a notable reduction compared to Nvidia’s H20 GPUs, which typically retail for $10,000 to $12,000 each.
Nvidia recently disclosed that it faced a $4.5 billion charge in the first quarter due to licensing restrictions that limited its ability to sell its H20 AI chips in China. Additionally, the company was unable to ship another $2.5 billion worth of H20 chips during that period. Looking ahead, Nvidia predicts that licensing limitations could impact its revenue by as much as $8 billion in the upcoming quarter.
As U.S. export controls continue to shape the global semiconductor landscape, Nvidia and AMD are adapting with new AI solutions tailored for the Chinese market, highlighting the ongoing evolution and resilience of the industry.
