Last week, NVIDIA placed an order for 300,000 H20 AI chips with TSMC to meet surging demand in the Chinese market, sources told Reuters on Tuesday. The new order would add to NVIDIA’s existing inventory of 600,000 to 700,000 H20 chips, sources said. Last month, the US resumed approving export licenses for the H20 chip to China after a ban that lasted for around three months. As NVIDIA’s only AI chip currently legally available in China, the H20 has quickly become a sought-after product among Chinese tech giants such as Tencent and ByteDance. Although the H20 offers only about 20% of the computing power of the international H100 version, its performance remains sufficient to support large-scale AI model inference needs. [Reuters]
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