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U.S. Curbs AI Chips:
U.S. rules limit
advanced chip
sales to China, pushing NVIDIA and AMD to create new AI GPUs.
By Sandeep Guraya
New Chips Coming
NVIDIA’s
B20
and AMD’s Radeon AI PRO R9700 designed for China’s AI needs and launch in July.
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NVIDIA’s Budget Chip
NVIDIA’s new Blackwell-based chip costs
$6,500-$8,000
, cheaper than H20’s $10,000-$12,000.
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NVIDIA’s Losses
Licensing rules cost NVIDIA
$4.5B
in Q1, with $2.5B in unsent H20 chips and an $8B hit expected.
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Why It Matters:
These chips keep NVIDIA and AMD in China’s market while following
U.S. restrictions
on advanced tech.
By Sandeep Guraya