From Tom's Hardware: Although the U.S. government has set rather tight restrictions on the performance of AI GPUs that can be shipped to Chinese entities without an export license by the Department of Commerce's Industry and Security Bureau, Nvidia's latest offerings tailored for the country are still good enough to compete against China's domestic GPUs. As a result, the company will earn some $12 billion selling them to its Chinese customers, analysts believe, reports Financial Times.
Nvidia's HGX H20 GPUs are seeing strong demand in China. The company expects to ship over one million HGX H20 GPUs to China, significantly more than Huawei's anticipated Ascend 910B AI processor sales. According to FT, Huawei is projected to sell about 550,000 of its Ascend 910B in 2024, based on data from SemiAnalysis. Nvidia's HGX H20 GPUs are priced between $12,000 and $13,000 each, potentially generating over $12 billion in revenue, surpassing Nvidia's total China earnings from the previous year, which included sales to PC gamers and other products, based on data from analysts cited by the business daily.
Nvidia's new HGX H20 GPUs for AI are designed to comply with U.S. export rules while still providing rather formidable performance for AI applications. In particular, these GPUs offer up to 296 INT8 TOPS/FP8 TFLOPS, 96 GB of HBM3 memory onboard, and up to 4.0 TB/s of memory bandwidth. Such performance, memory bandwidth, and capacity make it a tough competitor for all entry-level AI processors. Although less potent on paper, HGX H20 outperforms Huawei's AI processors in practical applications due to superior memory performance, according to Dylan Patel from SemiAnalysis.
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