It is hard to deny that the American company Nvidia has a strong desire to continue supplying computing accelerators to China even in the face of constantly evolving US sanctions. According to some reports, it is now preparing to adapt its Blackwell generation accelerators to the current restrictions, the corresponding product is referred to as B20.
If we draw analogies with the flagship solution in the official Nvidia accelerator line for China, called H20 with the Hopper architecture, then we are probably talking about preparing its direct successor. The US authorities, formulating export control rules, limit the computing accelerators supplied to China both in terms of performance and in terms of cluster scaling. It is difficult to guess how much Nvidia will have to cut the characteristics of Blackwell accelerators to meet the current requirements of the US authorities.
The news about Nvidia’s corresponding activity was published today by the agency Reuters citing its own informed sources. The company allegedly intends to cooperate with the Chinese server equipment manufacturer Inspur, which will distribute new-generation accelerators on the Chinese market under legal conditions. Officially, the existence of such plans is not advertised, but a similar conspiracy preceded the announcement of the H20, L20 and L2 accelerators, adapted by the company to the new operating conditions on the Chinese market. Last year, China provided Nvidia with approximately 17% of its revenue, and this year the company can earn up to $12 billion from H20 supplies for the needs of Chinese customers alone, according to SemiAnalysis experts.
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