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Nvidia to ship new AI chip for China next quarter, modified Blackwell later

2025-05-17 02:19:00 英文原文

作者:YIFAN YU, LAULY LI, CHENG TING-FANG and CISSY ZHOU

PALO ALTO, California/TAIPEI/HONG KONG -- Nvidia will start shipping a modified chip for artificial intelligence applications to customers in China in coming months, its latest effort to stay in the Chinese market as Huawei steps up its own AI chip offerings and the U.S. tightens export restrictions, Nikkei Asia has learned.

The new chip will be a further downgraded chip based on the Hopper lineup that will not come with high-bandwidth memory (HBM), a type of memory chip that is optimized for high-performance computing tasks like AI and supercomputing, according to three people familiar with the matter. The new chip will instead use GDDR7 (graphic double data rate) memory, in compliance with the U.S. export restrictions, according to one of the people.

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摘要

Nvidia plans to ship a modified AI chip without high-bandwidth memory (HBM) to Chinese customers in the coming months, using GDDR7 memory instead to comply with US export restrictions. This move comes as Huawei increases its own AI chip offerings and US regulations tighten. The new chip is based on Nvidia's Hopper lineup but will be further downgraded for the Chinese market.

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