US government, senior Nvidia Hopper H100, H200 ve H800 It subjected the export of its processors to China to strict rules. However, taking these restrictions into account, Nvidia HGX H20 It introduced its GPU to the Chinese market. Although the HGX H20 has a much lower capacity in terms of performance, it offers a very effective alternative in artificial intelligence applications. According to Claus Aasholm’s findings, Nvidia is selling the HGX H20 GPU despite its significantly lower performance compared to the H100. tens of billions of dollars is winning.
The world’s leading economies are in a relentless race regarding artificial intelligence. The USA and China continue to be at the forefront in this race. However, the USA is trying to slow down China’s progress with restrictions. China, on the other hand, is trying to create an industry that is more resistant to restrictions by supporting its domestic production. On the other hand, the fact that Nvidia’s H20 GPUs are in such high demand in China also raises question marks over Chinese alternatives. Because Huawei Ascend 910 It is stated that its family is a rival to H100. At the same time, companies such as Biren Technologies and Moore Threads also produce similar products.
There may be two main reasons why Nvidia’s products are preferred despite domestic production. The first of these is that Chinese alternatives cannot show the desired success in terms of performance. The second and more likely reason is that Nvidia has an established and rich platform like CUDA. Chinese companies and even Western manufacturers such as AMD have difficulty competing in this regard.
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