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Chinese firms place $16 billion in order for new Nvidia chips, the Information reports

Daniel Nenni

Daniel Nenni

Admin
Staff member
7b8e3bb2c983c965488a6eca32ed21e6

Illustration shows Nvidia logo · Reuters
Reuters
Wed, April 2, 2025 at 6:27 AM PDT 2 min read


(Reuters) -Chinese companies including ByteDance, Alibaba Group and Tencent Holdings have placed at least $16 billion in orders for Nvidia's H20 server chips in the first three months of the year, the Information reported on Wednesday, citing two people with direct knowledge of the transactions.

In February, Reuters first reported a surge in orders for the H20 - the most advanced AI processor legally available in China under U.S. export controls - driven by booming demand for Chinese startup DeepSeek's low-cost AI models.

Nvidia declined to comment while ByteDance, Alibaba Group and Tencent Holdings did not immediately respond to Reuters' requests for comment.

The H20 is the primary chip Nvidia is legally permitted to sell in China and was launched after the latest round of U.S. export restrictions took effect in October 2023.
H3C, one of China's largest server makers, flagged potential shortages of Nvidia's H20 chip, according to a Reuters report in March.

A potential supply crunch could hinder Chinese firms' AI ambitions, especially as they expand their investments in the technology.

H3C is a major OEM partner for Nvidia's AI chips in China, along with Inspur, Lenovo and Huawei's spin-off x86 server unit, xFusion.

Washington has banned exports of Nvidia's most advanced chips to China since 2022, concerned that advanced technologies could be used by China to build up its military capabilities.

U.S. President Donald Trump said in February he intends to impose tariffs of around 25% on the imports of semiconductors and related products.

Nvidia CEO Jensen Huang has said the company sees little short-term impact but would move production to the United States in the longer term.

China remains a crucial market for Nvidia, with the company reporting annual revenue of $17.11 billion from the region (including Hong Kong) in fiscal 2025.

 
Daniel Nenni said:
7b8e3bb2c983c965488a6eca32ed21e6

Illustration shows Nvidia logo · Reuters
Reuters
Wed, April 2, 2025 at 6:27 AM PDT 2 min read


(Reuters) -Chinese companies including ByteDance, Alibaba Group and Tencent Holdings have placed at least $16 billion in orders for Nvidia's H20 server chips in the first three months of the year, the Information reported on Wednesday, citing two people with direct knowledge of the transactions.

In February, Reuters first reported a surge in orders for the H20 - the most advanced AI processor legally available in China under U.S. export controls - driven by booming demand for Chinese startup DeepSeek's low-cost AI models.

Nvidia declined to comment while ByteDance, Alibaba Group and Tencent Holdings did not immediately respond to Reuters' requests for comment.

The H20 is the primary chip Nvidia is legally permitted to sell in China and was launched after the latest round of U.S. export restrictions took effect in October 2023.
H3C, one of China's largest server makers, flagged potential shortages of Nvidia's H20 chip, according to a Reuters report in March.

A potential supply crunch could hinder Chinese firms' AI ambitions, especially as they expand their investments in the technology.

H3C is a major OEM partner for Nvidia's AI chips in China, along with Inspur, Lenovo and Huawei's spin-off x86 server unit, xFusion.

Washington has banned exports of Nvidia's most advanced chips to China since 2022, concerned that advanced technologies could be used by China to build up its military capabilities.

U.S. President Donald Trump said in February he intends to impose tariffs of around 25% on the imports of semiconductors and related products.

Nvidia CEO Jensen Huang has said the company sees little short-term impact but would move production to the United States in the longer term.

China remains a crucial market for Nvidia, with the company reporting annual revenue of $17.11 billion from the region (including Hong Kong) in fiscal 2025.

Click to expand...
Reports claim Huawei’s Ascend 910C surpasses the H100 and SMIC’s 5nm is ready to make 700k Ascend 910C this year, yet Chinese firms poured billions into acquiring 1.5 million H20 units in a single quarter. Follow the money—that’s the key to spotting CCP propaganda
 
samwu1998 said:
Reports claim Huawei’s Ascend 910C surpasses the H100 and SMIC’s 5nm is ready to make 700k Ascend 910C this year, yet Chinese firms poured billions into acquiring 1.5 million H20 units in a single quarter. Follow the money—that’s the key to spotting CCP propaganda
Click to expand...

Why do you have to be so.... blunt ? :ROFLMAO: :ROFLMAO: :ROFLMAO:
 
Jert said:
Why do you have to be so.... blunt ? :ROFLMAO: :ROFLMAO: :ROFLMAO:
Click to expand...
samwu1998 said:
Reports claim Huawei’s Ascend 910C surpasses the H100 and SMIC’s 5nm is ready to make 700k Ascend 910C this year, yet Chinese firms poured billions into acquiring 1.5 million H20 units in a single quarter. Follow the money—that’s the key to spotting CCP propaganda
Click to expand...

Those numbers do not add up, especially with DeepSeek not requiring serious horse power.

Nvidia CEO Jensen Huang has said the company sees little short-term impact but would move production to the United States in the longer term.

Since Nvidia is not first to the node this could happen for HVM. Nvidia is jamming on N4 with N3 comin up. AZ can do this.
 
samwu1998 said:
Reports claim Huawei’s Ascend 910C surpasses the H100 and SMIC’s 5nm is ready to make 700k Ascend 910C this year, yet Chinese firms poured billions into acquiring 1.5 million H20 units in a single quarter. Follow the money—that’s the key to spotting CCP propaganda
Click to expand...

I greatly doubt that anyone real actually had so much for a proper real-world application, and had no media exposure. What I think of is the military.

Hydrodynamics job postings were very prominent on Chinese job boards from establishments close to China's atomic bomb program for the last year.

I expect that PLA's military computers are even more powerful than Sandia's by now.
 
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