- Main point: Chinese firms are rushing to order Nvidia's H20 AI chips as Nvidia plans to resume sales to mainland China. The chip giant expects to get US government licenses soon and could generate significant revenue.
Key information:
- Nvidia is filing applications to resume H20 sales and hopes to start deliveries soon.
- Since 2022, Nvidia's financial success is tied to AI model demand. Its data center GPU is designed for neural network computations.
- H20 chips are Nvidia's most capable AI processors in China with less computing power due to export restrictions. ByteDance and Tencent are ordering them.
- Huang visited China and emphasized the importance of the Chinese market for American companies.
- The resumption of H20 sales marks a shift in US-China technology relations after being effectively banned with export license requirements.
- Nvidia will introduce a new "RTX Pro" chip model for the Chinese market but no details were provided.
Important details:
- In 2022, Nvidia's financial trajectory was linked to AI model demand.
- The US restricted sales of high-end Nvidia AI chips to China and Russia in 2022.
- Chinese sales generated $17 billion in revenue for Nvidia in the fiscal year ending January 26, accounting for 13% of total sales.
- Nvidia took a $4.5 billion write-off due to the export license requirement.
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