China’s largest technology companies, including Betting, Alibaba and Tence, have joily registered orders worth $ 5 billion for NVIDIA’s H20 GPUs. This news by the website The information Published.
Increasing demand for NVIDIA graphics processors is probably due to the rapid growth of artificial ielligence ecosystem in China. In this coury, all large companies are developing basic models of artificial ielligence, most of which are open -source. Alibaba and Deepseek AI models have been constaly comparable to developed artificial ielligence models in the United States.
The Chinese market is a serious challenge for NVIDIA in the export of graphics processors because of the restrictions imposed by the US governme. After applying US export restrictions on NVIDIA advanced graphics processors, the company designed a less powerful version of the Hopper processor, the H20, to legally export it to China.
However, Bloomberg reported in January that former US preside officials, Donald Trump, are also investigating further restrictions on the export of H20 chips. So if NVIDIA was to issue these chips to China, it must do so before imposing new restrictions.
A report from Reuters last moh showed that Chinese companies are increasing their orders for H20 chips to meet the growing demand for Deepseek’s affordable models.
In addition, according to a report last December, Omdia’s research firm estimated that bytes and tenson each ordered about 6,000 NVIDIA chips for year 2. It has also been reported that Deepseek has about 6,000 NVIDIA GPU units.
The information He also revealed that NVIDIA had sold $ 5 billion from the Chinese market in the six mohs ending January 6, equivale to 5 % of the company’s total revenue.
Earlier, the NVIDIA had released the H800 GPU, a less powerful version of the H100 processor. The H100 processor has a data transfer rate of 1 GB / s, while it is halved at the H800 and reaches 1 GB / s.
Subsequely, the United States also banned the export of H800 processors to China, preveing NVIDIA chips from selling even at a reduced transfer rate.
