Nvidia Chief Executive Jensen Huang said on Wednesday that he sees a big market for Nvidia’s data center chips in China, despite the U.S. ban on exports of two major chips from the country.
At a news conference following the company’s fall product launch, Huang said the restrictions revealed earlier this month have specific limits both to the chip’s performance as well as the processor’s ability to connect to other chips.
He said the rules leave “a huge space for us” in the Chinese market.
“The vast majority of our customers are not affected by exclusivity,” Huang said.
“So we expect that even for the United States and China, we will have a large number of products that are architecturally compatible, that are in scope and that don’t require any licensing.”
Nvidia said on September 1 that the US government had asked it to stop exporting its A100 and H100 chips to China, which could affect the company’s sales by $400 million (roughly Rs 3,228 crore) in the current fiscal quarter. The two products are Nvidia’s fastest chips and are used in data centers to accelerate artificial intelligence tasks such as natural language processing.
At the news conference, Huang said both chips are part of a larger chip lineup that includes “a large number of products” that can still be sold in China. Huang also said that Nvidia will seek licenses from the US government for Chinese customers who want its top chips.
“You can guess that the goal is not to slow down or disrupt our business. The goal is to know who needs capacity beyond this limit and to give the United States an opportunity to decide whether that level of technology should be available to others,” Huang said. said
© Thomson Reuters 2022
