Report Suggests NVIDIA Prioritizing H800 GPU Production For Chinese AI Market

[T0@st]

NVIDIA could be adjusting its enterprise-grade GPU production strategies for the Chinese market, according to an article published by MyDriver—despite major sanctions placed on semiconductor imports, Team Green is doing plenty of business with tech firms operating in the region thanks to an uptick in AI-related activities. NVIDIA offers two market specific accelerator models that have been cut down to conform to rules and regulations—the more powerful and expensive (250K RMB/~$35K) H800 is an adaptation of the western H100 GPU, while the A800 is a legal market alternative to the older A100.

The report proposes that NVIDIA is considering plans to reduce factory output of the A800 (sold for 100K RMB/~$14K per unit), so clients will be semi-forced into purchasing the higher-end H800 model instead (if they require a significant number of GPUs). The A800 seems to be the more popular choice for the majority of companies at the moment, with the heavy hitters—Alibaba, Baidu, Tencent, Jitwei and ByteDance—flexing their spending muscles and splurging on mixed shipments of the two accelerators. By limiting supplies of the lesser A800, Team Green could be generating more profit by prioritizing the more expensive (and readily available) model.



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[bug]

By limiting supplies of the lesser A800, Team Green could be generating more profit by prioritizing the more expensive (and readily available) model.

Or, wild thought, they may just be phasing out Ampere as they're already doing across the board.

 

[kondamin]

Can’t they move the old node to Samsung?
they should have gotten trough most of the issues by now for that node

 

[bug]

Can’t they move the old node to Samsung?
they should have gotten trough most of the issues by now for that node

It's not like Samsung's node is idling because of lack of orders...

 

[HisDivineOrder]

Good to know they do it to ALL their customers, regardless of size.

 

[bug]

Good to know they do it to ALL their customers, regardless of size.

If you're doing business in China, designing products to comply with the sanctions, there better be some $$$ in return, no matter which company you are.

 

[LabRat 891]

C'mon nVidia... No need to get all choked up about it

I don't think I've ever seen a card with so many power components before.

 

[cellar door]

To get ahead of US sanctions - FTC, FCC sleeping at the wheel, again.

 

[RH92]

Smart business from Nvidia !

 

[Wirko]

C'mon nVidia... No need to get all choked up about it

I don't think I've ever seen a card with so many power components before.

Must still be cheaper than those neat Vicor power modules seen on the A100, or else Nvidia and others would use them more often.

 

[kondamin]

It's not like Samsung's node is idling because of lack of orders...

it isn't?
I read they cut back memory production a lot.

I cant find a page that is showing production line occupation either.

 

[watzupken]

Nvidia's fortune will reverse in the near future because companies are in the race of hoarding GPUs for AI now. China in my opinion is racing to stock up because they are likely anticipating further sanctions. At some point, demand will plummet. So Jensen may be high up there for now, but he is sitting on a bubble.

 

[Minus Infinity]

Nvidia's fortune will reverse in the near future because companies are in the race of hoarding GPUs for AI now. China in my opinion is racing to stock up because they are likely anticipating further sanctions. At some point, demand will plummet. So Jensen may be high up there for now, but he is sitting on a bubble.

China will also be working feverishly on their own GPU's and AI accelerators. These cards will be tudied under a microscope and reverse engineered. It might take them 5-10 years to a truly comeptitive product, but eventually sanctions will be pointless, and in fact are drving China harder to be self sufficient in cpu/gpu production.