Nvidia plans to release new artificial intelligence chips aimed at the Chinese market less than a month after US officials tightened the rules on selling high-end AI chips to China.
The chip industry newsletter SemiAnalysis said that the Nvidia chips are called the HGX H20, L20 PCIe and L2 PCIe and that Nvidia could announce them on Thursday at the earliest.
The chips include most of Nvidia’s newest features for AI work, but have had some of their computing power measures cut back to comply with new US rules, according to the newsletter’s analysis of the chip’s specifications.
Nvidia declined to comment when asked about the report. The White House and the Commerce Department did not immediately respond to requests for comment.
Last month, the US AI chip giant, whose graphics processing units (GPUs) dominate the market for AI, said new export restrictions announced by Washington would block it from selling two of its modified advanced AI chips – the A800 and H800 – both of which were created for the Chinese market last year to comply with previous export rules.
The new rules put a cap on how much how much computing power a chip can pack into a small size. The rules also include what analysts call a “grey zone” in which the chips might still be allowed to ship to China but will require a license.
In a note to clients, Wells Fargo analyst Aaron Rakers wrote that all three of Nvidia’s reported chips appear to fall below the absolute caps on computing power, but one of them appears to be in the grey zone and will require a license.
“While we would consider an introduction of these three new GPUs as a positive, we would expect investors to question whether (Nvidia) is being a bit too aggressive in its efforts to circumvent US restrictions and could ultimately just result in further (US government) moves going forward,” Rakers wrote, noting that Nvidia gets about a quarter of its data center chip revenue from China.
One of the Nvidia’s top-of-the-line gaming chips, the RTX 4090, is also affected by the new rules, Nvidia has said.