NVIDIA to Halt H20 AI Accelerator Production in China as Inventory Clears; Shifts Focus to Advanced Blackwell B20 Chip

Sure thing, let’s take a stab at this. Here we go, buckle up.

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So, NVIDIA, you know, the big tech giant that everyone talks about, apparently has some massive plans for China’s AI market. It’s not just about their H20 AI accelerator (whatever that actually does — I’m not a tech whiz, but it sounds fancy). Word is they’re cooking up something with their Blackwell-based solution. Yeah, I know, another techy name — but stick with me.

Anyway, or wait, let’s backtrack a bit. Before getting into the why-and-how of the H20 AI chip ban being lifted — or not lifted, who really knows — there’s this Blackwell B20 chip on the horizon. NVIDIA wants to drop it in China, but only if regulators give the thumbs up. Legal stuff, always a party pooper, right? Remember when they phased out the H20? No? Yeah, that was during the Trump era export kerfuffle. Things got messy, like, “we-couldn’t-ship-anything” kind of messy.

And oh, there’s this tweet I stumbled upon — someone called Jukan saying that the H20 will only sell from what’s left on their shelves. Suddenly, I’m picturing a rapidly clearing Black Friday aisle. Anyone else? Maybe just me.

Fast forward, or maybe rewind — geez, I just lost my train of thought for a sec. Yep, so Chinese news folks (Cailianshe, in case you’re curious), they say NVIDIA’s plan is sticking. No more H20 orders; they’re moving on, like an ex with something to prove. New chips might hit by the end of the year. Isn’t it just wild how China’s been lagging, like a few generations behind? Compares to the rest of the globe, it’s like VHS meets streaming services.

They’ve got this quote, and I laughed, ‘cause I noticed how it’s almost like saying H20 is yesterday’s news. Billions in inventory, stacked up like they’re planning for a tech winter or something. Sounds like they’re ready to shift gears — bring in the Blackwell chip parade: B20, B30, even RTX 6000D. It’s like a family reunion of AI chips.

So, wrap your head around that while I sip my cold coffee. Keep your eyes peeled for what happens next. It’s like watching an episode of some drama, where I definitely don’t know all the characters yet. Fun times.