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NVIDIA's supply of Chinese market-exclusive H20 AI GPU faces an uncertain future, due to recently introduced energy-efficiency guidelines. As covered over a year ago, Team Green readied a regional alternative to its "full fat" H800 "Hopper" AI GPU—designed and/or neutered to comply with US sanctions. Despite being less performant than Western siblings, the H20 model proved to be highly popular by mid-2024—industry analysis projected "$12 billion in take-home revenue" for NVIDIA. According to a fresh Reuters news piece, demand for cut-down "Hopper" hardware has surged throughout early 2025. The report cites "a rush to adopt Chinese AI startup DeepSeek's cost-effective AI models" as the main cause behind an increased snap up rate of H20 chips; with the nation's "big three" AI players—Tencent, Alibaba and ByteDance—driving the majority of sales.
The supply of H20 AI GPUs seems to be under threat on several fronts; Reuters points out that "U.S. officials were considering curbs on sales of H20 chips to China" back in January. Returning to the present day, their report sources "unofficial" statements from H3C—one of China's largest server equipment manufacturers and a key OEM partner for NVIDIA. An anonymous company insider outlined a murky outlook: "H20's international supply chain faces significant uncertainties...We were told the chips would be available, but when it came time to actually purchase them, we were informed they had already been sold at higher prices." More (rumored) bad news has arrived in the shape of alleged Chinese government intervention—the Financial Times posits that local regulators have privately advised that Tencent, Alibaba and ByteDance not purchase NVIDIA H20 chips.
As interpreted by TrendForce, China's National Development and Reform Commission (NDRC) has recently: "introduced new energy-efficiency guidelines, urging companies to use compliant chips when building or expanding data centers. If these new regulations are strictly enforced, Chinese firms would be barred from purchasing NVIDIA" market exclusive H20 AI GPU. Industry insiders reckon that Team Green representatives have offered to modify the H20, in accordance with the NDRC's—apparently not yet strictly enforced—environmental requirements. Potentially, this revised design could emerge with less performance on tap. Huawei's Ascend AI accelerator product line is tipped as a main competitor—a leaked next-gen "Ascend 910C" solution could far surpass Team Green's energy-efficient variant in AI-crunching gauntlets.
View at TechPowerUp Main Site | Source
The supply of H20 AI GPUs seems to be under threat on several fronts; Reuters points out that "U.S. officials were considering curbs on sales of H20 chips to China" back in January. Returning to the present day, their report sources "unofficial" statements from H3C—one of China's largest server equipment manufacturers and a key OEM partner for NVIDIA. An anonymous company insider outlined a murky outlook: "H20's international supply chain faces significant uncertainties...We were told the chips would be available, but when it came time to actually purchase them, we were informed they had already been sold at higher prices." More (rumored) bad news has arrived in the shape of alleged Chinese government intervention—the Financial Times posits that local regulators have privately advised that Tencent, Alibaba and ByteDance not purchase NVIDIA H20 chips.
As interpreted by TrendForce, China's National Development and Reform Commission (NDRC) has recently: "introduced new energy-efficiency guidelines, urging companies to use compliant chips when building or expanding data centers. If these new regulations are strictly enforced, Chinese firms would be barred from purchasing NVIDIA" market exclusive H20 AI GPU. Industry insiders reckon that Team Green representatives have offered to modify the H20, in accordance with the NDRC's—apparently not yet strictly enforced—environmental requirements. Potentially, this revised design could emerge with less performance on tap. Huawei's Ascend AI accelerator product line is tipped as a main competitor—a leaked next-gen "Ascend 910C" solution could far surpass Team Green's energy-efficient variant in AI-crunching gauntlets.
View at TechPowerUp Main Site | Source
