Subject


H20


2025-05-13

[News] NVIDIA Might Consider Swap HBM for GDDR in Cut-Down H20 for China, Giving Samsung a Lift

Following the latest export curbs on NVIDIA’s H20, the U.S. chip giant is said to be developing a downgraded version of the chip to be sold in China. As the revamped chip is expected to have significant cuts, particularly in memory capacity, a New Daily report hints that NVIDIA might replace HBM...

2025-05-09

[News] NVIDIA Reportedly Prepares Toned-down Version for H20, Set for July Release

With CEO Jensen Huang calling it a “tremendous loss” to be blocked from China’s AI market, NVIDIA is gearing up to launch a toned-down version of its H20 AI chip for China as early as July, according to Reuters. The report says Team Green has already given major Chinese cloud providers a he...

2025-05-05

[News] NVIDIA Reportedly Developing New Chip for China After H20 Restrictions, with Samples Expected by June

NVIDIA CEO Jensen Huang visited China in mid-April, just days after the U.S. government imposed new restrictions on the company’s H20 AI chips—models specifically developed for the Chinese market. According to Reuters, citing The Information, NVIDIA has reportedly notified key Chinese customers...

2025-04-17

[News] Intel Reportedly Faces New U.S. AI Chip Crackdown on China for High-end Products Like Gaudi

Intel seems to be start feeling the heat from Washington’s latest AI chip export curbs. Following NVIDIA and AMD, Team Blue now needs a license to sell certain high-end AI chips—like its Gaudi series—to the Chinese market, according to Reuters, citing Financial Times. The reports suggest th...

2025-04-16

[News] NVIDIA Reportedly Takes $5.5B Charge Over U.S. H20 Sales Restrictions, Risks $18B Revenue Loss in 2025

Shortly after announcing a massive $500 billion AI investment in the U.S., NVIDIA said it would take a $5.5 billion charge after the U.S. restricted exports of its H20 AI chip to China, according to Reuters and Bloomberg. The Bloomberg report suggests that NVIDIA’s $5.5 billion writedown signal...

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