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The Implications of New Export Restrictions on NVIDIA’s Chips for AI

Summary

In order to maintain access to the Chinese market, NVIDIA is developing three new chips for artificial intelligence. These chips are specifically designed to meet the latest export restrictions imposed by the United States. Last year, the US government informed […]

The Implications of New Export Restrictions on NVIDIA’s Chips for AI

In order to maintain access to the Chinese market, NVIDIA is developing three new chips for artificial intelligence. These chips are specifically designed to meet the latest export restrictions imposed by the United States. Last year, the US government informed chip manufacturers that it would limit the export of computer chips for supercomputers and AI to Russia and China due to concerns that these components could be used for military purposes. As a result, NVIDIA was unable to sell certain models of A100 and H100 chips in China. However, the company responded by creating A800 and H800 chips, tailored to the specific needs of the Chinese market.

Recently, new restrictions have been put in place on a chip intended for export to Russia and China, rendering the A800 and H800 chips no longer approved for export. The same scenario applies to other NVIDIA products, including the high-end GPU RTX 4090. The imposition of new restrictions is expected to result in significant financial losses as chip orders worth over $5 billion could potentially be lost.

NVIDIA is now working on developing new chips, called HGX H20, L20, and L2, specifically for the Chinese market. While the H20 chip is expected to be the most powerful among these models, the fact remains that they do not comply with the new export rules set by the US government in terms of computational power. This means that customers using these chips for AI applications will require more chips than previously.

Chinese companies such as Baidu, Huawei, Xiaomi, and Oppo have already begun developing their own chips in preparation for a possible shortage of chip imports from the US and other countries. However, existing NVIDIA customers may still opt for the company’s chips due to its reputation and strong software that is at the forefront of AI development. NVIDIA is expected to announce the new chips on November 16 and sales are anticipated to begin before the end of this year.

Source: Engadget

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