Nvidia cooks up new China-specific AI chips after H20 ban
Nvidia is designing yet another round of compliant AI processors for China after Washington effectively barred its H20 GPUs, forcing a $5.5B inventory charge. The chipmaker has already briefed Alibaba, Tencent, and ByteDance on its new roadmap. Why it matters: With Huawei ramping up mass shipments of its Ascend 910C to local tech giants, Nvidia is racing against time to prevent its China data center revenue from crashing to zero.