Updated:As NVIDIA confirmed that the Trump administration has relaxed export restrictions on AI chips to China, AMD also announced that it will restart sales of its MI308 GPU in the Chinese market, and further stated that the relevant export license application has entered the review stage and is expected to be approved smoothly, and shipments can be resumed immediately after the license is issued.
Faced with the restrictions of the AI chip export ban, NVIDIA finally made a breakthrough under continuous lobbying and pressure. CEO Huang Renxun in Beijing, ChinaWhen accepting CCTV News interviewIt has been confirmed that NVIDIA has obtained approval from the US government to resume selling H20 AI acceleration chips to China, ending the export blockade that began in April this year.
Huang Renxun said: "I look forward to H20 shipping soon, and I am very happy about this very, very good news."
The H20 chip was originally a version of NVIDIA that had its performance downgraded specifically for the Chinese market to comply with the export regulations of the U.S. Department of Commerce. Despite this, the chip was still banned from export earlier this year, causing further setbacks to NVIDIA's business in the Chinese market. According to previous reports from multiple sources, in order to avoid further losses, NVIDIA's Huang Renxun not only continued to lobby the U.S. government through industry organizations, but also made public statements many times to downplay China's security risks and called on the U.S.The impact on AI chip exports should be rationally assessed.
Earlier he wasIn an interview with CNNHe once said that the United States does not need to worry too much about the Chinese military developing AI capabilities through NVIDIA chips, because "any reliance on American technology will put China at risk of being restricted." This statement was interpreted by the outside world as paving the way for loosening export policies and gaining space for restarting business in the Chinese market.
In addition to the news that H20 will return to the Chinese market, Huang Renxun also revealed that NVIDIA is preparing to launch a new positioningRTX Pro GPUHe stressed that this new product is "very important" and will be designed for professional fields such as computer graphics processing, digital twins, and artificial intelligence.
Although more technical details and launch dates of the RTX Pro GPU have not yet been revealed, judging from the name, this series is very likely to target professional markets such as workstations, design, and engineering. It may even inherit the positioning of the previous Quadro family and combine it with the new development route of the RTX architecture.
However, Huang Renxun did not explicitly state whether RTX Pro GPUs will be sold in the Chinese market. After all, the US government continues to maintain a cautious attitude towards the export of high-end chips. Even if H20 is relaxed, it does not mean that it will be fully open.
At present, the Chinese AI chip market is growing rapidly. As local competitors such as Huawei and Cambrian continue to promote their own chips, if NVIDIA can return to the Chinese market, it will undoubtedly inject a shot in the arm for its future revenue. According to foreign media estimates, the return of H20 is expected to restore billions of dollars of potential orders for NVIDIA, further consolidating its leadership in the global AI chip field.
With the RTX Pro GPU and H20 advancing in parallel, whether NVIDIA can succeed in both the professional and general AI markets will also become an important focus of industry observation.
