Despite the US sanctions, NVIDIA is doing very well in China, and is already making a handsome profit from the sale of its H20s. Chinese giants ByteDance, Alibaba and Tencent have already invested $16 billion in AI cards. We’re talking here about the H20, the highest-performance graphics card for the Chameleon currently available there… For this purpose.
Chinese giants spend $16 billion on H20!
The information was revealed by people close to the industry, who preferred to remain anonymous. However, it would appear that investment in H20 has accelerated, with the three giants of Chinese tech investing massively. In fact, the orders are so massive that they could lead to shortages in the supply of cards, which would drive up prices.
Now we’re wondering what has caused such a surge in orders for this equipment. Trump’s tariffs could be one reason. Companies are taking advantage of this to secure batches of cards before their prices go up. The other reason could be the possible ban on these cards in China because of new environmental regulations… Albeit rather lightly, if our source is to be believed.
In addition, it would appear that the chameleon is working on another card exclusive to the Chinese market. It remains to be seen what this will offer, but there is already talk of a version equipped with HBM3E, so stay tuned.
