Jensen Huang plans from NVIDIA on the Beijing trip before the launch of the new China Ai Chip

Jensen Huang plans from NVIDIA on the Beijing trip before the launch of the new China Ai Chip

Digest opened free editor

NVIDIA plans to launch a new artificial intelligence chip that is specially designed for China as soon as September, with CEO Jensen Huang planning to a visit to reaffirm the company’s commitment to the country.

the chip It is a copy of the current Blackwell RTX Pro 6000 processor in the modified NVIDIA to meet with export control rules for US President Donald Trump, according to people who have knowledge of plans.

The product will be stripped of the most advanced technologies, such as high -frequency domain memory (HBM) and NVLINK, which improves interconnection to transfer data faster.

People familiar with his agenda said.

On Wednesday, the group of chips became the first company to reach The market value is worth 4 meters. The arrow took a blow early in the year when the United States tightened export controls, but it recovered thanks to the investor’s enthusiasm for the opportunity of the global artificial intelligence market and improving relations between the United States of China.

Huang climbed his efforts to play a more diplomatic role with Chinese and American leaders, such as Nafidia He fell in the middle of the geopolitical conflict while trying to keep a center in a decisive external market.

NVIDIA president is looking for talks with Chinese Prime Minister Li Qiang, according to a person. I will have the largest Chinese official who has met him so far.

A meeting was also planned with the Deputy Prime Minister, who had previously discussed a visit to China in April. The person added that the timelines have not been completed and are still subject to approval on the Chinese side.

Speaking at the Computex Tech in Taiwan in May, CEO condemned US export controls aimed at limiting China’s access to artificial intelligence chips. As “failure”.

He said they inspired Chinese companies to accelerate the development of their AI products. The market share in NVIDIA slides from 95 percent four years ago to 50 percent. The company says it can compete in the Amnesty International Market in China with a value of $ 50 billion in the near future.

HUANG is expected to restore NVIDIA to the Chinese market in the face of multiple rounds of export restrictions that have caused billions of dollars in lost business.

The sales of the new product will not start before September, as NVIDIA sought assurances from the Trump administration that it will not be found in the breach of new export restrictions and its ban shortly after its presentation. The segment specifications can still change depending on the results of the discussions with Washington.

However, NVIDIA customers in China are testing samples of the chip and expressed interest in important orders, according to the two people who know the company’s plans.

Although its performance is not comparable to high products from Chinese competitors, customers are ready to buy because the shift from the NVIDIA software to others will significantly increase operating costs.

The demand for the slide is not expected to be as high as it is for its previous product, which is the H20, which was banned in April, which prompted NVIDIA at first to take 5.5 billion dollars.

Chinese clients have become concerned about the risk of relying on NVIDIA products amid uncertainty in American policy, according to people close to their thinking. Artificial intelligence players, including alibaba, bytedance and Tencent, test alternatives from local producers.

The launch of a new product in China and the guarantee of delivery without interruption will require the construction of a large stock, which poses financial risks to NVIDIA if export policies remain unconfirmed.

China is the fourth largest market in NVIDIA, with a revenue base of $ 17.1 billion and held accountable 13 percent of its total sales, according to its annual report for the fiscal year 2025.

A NVIDIA spokesman declined to comment on any plans to redesign a special chip in China.

They said: “China has one of the largest population of developers in the world, creating open source institutions and non -military applications used worldwide.” “While safety is crucial, each of these applications should work better on AI’s staple in the United States.”

The State Council in China and the International Trade Promotion Council immediately responded to the requests for comment.

Participated in additional reports from Elianor Olcot in Shanghai and Michael Acton in London

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