Nvidia acknowledges Huawei as top competitor in SEC filing

[Marees]

Nvidia identified Huawei as a top competitor in several categories, including artificial intelligence chips, for the first time in a filing with the Securities and Exchange commission late Wednesday.

The Santa Clara, California-based company said that China's Huawei competes in supplying chips designed for artificial intelligence such as graphics processing units (GPUs), central processing units (CPUs) and networking chips. The company also identified Huawei as a cloud service company designing its own hardware and software to improve AI computing.


Other rivals pointed out by Nvidia include Intel, Advanced Micro Devices, Broadcom, and Qualcomm. The chip company also identified several large cloud computing companies such as Amazon and Microsoft


https://www.reuters.com/technology/...-top-competitor-first-time-filing-2024-02-22/

 

[Marees]

Nvidia cuts China prices in Huawei chip fight​

major stumbling block to the success of Nvidia's H20 chip in China has been a directive by Beijing for companies to buy Chinese chips, although two of the three sources said those orders had eased in recent months.

The H20 became widely available in China last month, with deliveries to clients in little over a month, the sources said.

Some of China's technology giants have already made orders, with Alibaba ordering over 30,000 H20 chips, according to two of the sources. Alibaba did not immediately respond to a request for comment.

Server distributors in China are selling the H20 at prices around 100,000 yuan per card, and the eight-card server for around 1.1 million yuan to 1.3 million yuan per server, the sources said.

In comparison, distributors are selling the Huawei 910B at above 120,000 yuan per card, while its eight-card server equivalent starts at 1.3-1.5 million yuan per server. The sources added that prices for both the H20 and Huawei's 910B can fluctuate depending on the size of orders placed.

Dylan Patel, founder of research group SemiAnalysis, said close to a million H20 chips will be shipped to China in the second half of 2024 and Nvidia must compete with Huawei on pricing.

"The H20 cost more than an H100 to manufacture due to its higher memory capacity," Patel said, adding that it is being sold, however, at half the price of the H100, referring to the powerful Nvidia chip banned from export to China in 2022.
"This is a dramatic decrease in margin."

https://www.reuters.com/technology/...ces-huawei-chip-fight-sources-say-2024-05-24/

 

[GoodBoy]

"The H20 has 96GB HBM3 memory, and the memory bandwidth is up to 4.0 Tb/s, all higher than the H100, but the computing power is only 296 TFLOPs, and the performance density is 2.9, which is far inferior to the H100. Theoretically, the H100 is 6.68 times faster than the H20."

100,000 Yuan = $13,800

So I take is the US Government is allowing these chips to be sold to China? The cut down performance chips? I could have sworn that someone said if Nvidia made another Chip the guy said "I will ban that too.."