US may ban Nvidia's China-oriented HGX-H20 AI GPU, potentially costing $12bn in revenue.
US may ban Nvidia's China-oriented HGX-H20 AI GPU, costing the company $12 billion in revenue, according to Jefferies. Nvidia is developing a customized version of its new flagship AI chip, the B20, exclusively for the Chinese market in collaboration with distributor Inspur, amid tightened US export controls on advanced semiconductors to China. US review of semiconductor export policies in October will have significant implications for global semiconductor and AI industries.
July 21, 2024
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