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Nvidia’s logo appears on a smartphone that reflects China’s flags and US
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Beijing has been reported to stop buying another Nvidia chip, freezing it from the market completely – the experts on moving industry experts reflect the growth of confidence in the country’s chips and attempt to get a trading lever.
Just a few months ago when Jensen Juan announced from China that the US would be Allow him to restore sales From it made for the Chinese H20 Graphics Angines, canceling the previous stop to their export.
At the time, Huang also revealed a new GPU RTX Pro for the Chinese market that was designed for smart factories and AI logistics.
But Nvidia’s happiness turned over in August, when it was reported that the regulators in China started mandatory technology firms to stop buying H20s before the national security.
Now that the mandate has been expanded to the RTX Pro 6000d Nvidia chip, making the company unable to sell any products to Chinese customers, according to A, reports A report Financial Times on Wednesday.
This happens after the Chinese regulators on Monday stated that Nvidia was violated the country’s antitrust lawAccording to the previous probe, adding that they will continue the investigation.
While the exact motives of China against Nvidia remain unclear, technological and geopolitical analysts say
Another Nvidia chip crumbled
A report The reasons for the intervention of Chinese regulators in the H20 were the need to consider national security about the concern that Nvidia chips can be equipped with certain tracking systems – the idea proposed by US legislators.
Experts characterized this step within Beijing’s efforts to encourage Chinese companies to Learn the internal alternativesAlthough they predict that exports will eventually be cleared of the high demand of Chinese players II.
Meanwhile, some Chinese companies II said they would order tens of thousands of RTX Pro 6000d, and started checking and checking with NVIDIA server suppliers until they were asked to stop such events, FT said.
However, the country’s regulators have blocked access to these Nvidia chips after calling domestic chips II and concluded that they have reached productivity comparable to the products of the American company made for China, FT reports.
However, performance is not the only problem that is facing Chinese chip. Analysts this claim The capacity is also the main barrierThe domestic industry is still not able to produce enough chips on scale.
Reporting The FT believes that Beijing also became more confident in this area, and next year, local chips tried to triple the total number of II processors.
“All these recent actions show that China has much more confidence in its internal sector than before,” said Zinin Lin, a senior analyst who covers semi -centered Chinese semiconductors in Bernstein.
Progress China’s chips
There are signs that China’s ecosystem is progressing.
The Chinese technological giant Huawei announced on Thursday the new AI Compute infrastructure, using their own chips, saying they will be “the most powerful in the world”.
The Semianalysis Research Firm found that the CloudMatrix Huawei system was able to surpass AI Nvidia calculation system by some indicators, although each ASCEnd chip provides about a third of Nvidia processor. Huawei built its preference Five times more chips related to each other.
Meanwhile, last month, the Chinese AI Start-Up Deepek hinted that the last AI model would be compatible with the “Next Geart” household chips. Chinese alibaban and Baido justify started using internally designed chips to help teach their AI models, partially replacing those made by Nvidia.
However, analysts are skeptical of China’s ability to reduce its dependence on Nvidia chips.
“In terms of the readiness for the internal chips of China, I believe it is misleading to assume that the country can advance at the current level solely with the internal alternative and without systematic proposals of NVIDIA,” said Ray van, the director of semiconductor, supply chain and new technologies in Futurum Group.
Looking for a lever?
Experts, agreeing that China has become more confident in its ability to withstand Nvidia, suggest that the country can use access to its market as a leverage in trading negotiations with the United States
“This step is likely to be negotiating a broader set of discussions that include other topics, including tariffs. China undoubtedly tries to encourage and establish self -supreme silicon, and will receive the maximum possible chip at the same time,” said AJ Kourabi, analyst Semnalala.
US noted it could even allow More advanced Nvidia chips than H20 on the Chinese market.
According to the administration of Joe Biden, export control on advanced circuits has increasingly intensified to block China’s access to the best American technology. This trend after accelerating initially under Trump’s administration is now changing.
According to Revo Guzhon, the director of Rhodium Group, dropping H20 and RTX Pro, Beijing could seek the opportunity to agree on access to more advanced graphic processors.
This week she added that probably Anti -dumping investigation In imports of some analog chips from the US
“As Beijing checks Trump’s transactionanism, he must create his own leverage,” she said.
