Nvidia made him official: there will be no other hopper chip for China. Speaking during a live broadcast published by Formosa TV News from Taiwan, CEO Jensen Huang said that Hopper H20 architecture could not be changed more to respect the United States export rules.
“It's not hopper because it is no longer possible to modify hopper,” said Jensen said On Saturday, approach the question of which chip could replace H20 on the Chinese market.
The company now determines what to offer instead, after Washington blocked additional H20 expeditions, the only NVIDIA AI chip still authorized to be sold in China under current rules.
This chip was already a stripped version of previous conceptions, designed specifically to stay on the export thresholds. Without room to adjust Hopper, Nvidia will have to offer a completely different product if he wants to continue to sell legally in China.
Nvidia seeks to survive in China while the rules of the AI
Jensen went to China shortly after the announcement of restrictions, stressing how important the market is for the company. China brought in $ 17 billion for Nvidia during the financial year ending on January 26, which represented 13% of the company's total turnover. But hanging on to this number becomes more difficult.
As Reuters reported, the company plans to launch a new degraded chip in the next two months. The nameless flea will not belong to the Hopper family, said Jensen. This confirms what many suspected: Hopper's design limits have been fully affected, and Nvidia has no legal room for maneuver with this line.
The current regulations come from the framework for the dissemination of artificial intelligence, a policy presented in January by the Biden administration, only a week before President Donald Trump returned to the White House.
The rules have prevented advanced AI fleas from being exported to several countries, including China. Speaking of these controls, Jensen said it was a mistake. “Export controls must be designed to maximize the proliferation of American technology,” he said, criticizing the Biden era framework.
Trump said that he was planning to completely cancel the AI ​​dissemination policy, who is not evenly for business and innovation. But for the moment, the restrictions remain in place, and Nvidia is stuck by trying to stand in China without breaking the law.
At the same time, local players like Huawei gain ground on the AI ​​flea market, taking advantage of Nvidia's regulatory reverse. The company does not leave China, but it is now forced to rely on low -performance alternatives until a new architecture is ready.
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