NVIDIA's "special offer" H20 chip to China: booking opens, market reaction is lukewarm

According to several recent dealer sources, theNVIDIA, computer graphics card companyCustomized for the Chinese marketAI chipH20 is now available for pre-order. The chip, created specifically for the Chinese market, marks a further deepening of NVIDIA's technology cooperation with China.

NVIDIA's H20 chip is designed as a high-performanceAIComputing solutions are available in a variety of product forms, including standalone compute cards and servers with multiple compute cards. It is reported that the most popular server in the market at present is the one equipped with eight H20 computing cards, but its take-over price is as high as more than 1.5 million yuan. This price is much higher than many dealers expect, resulting in many dealers holding a wait-and-see attitude and have not yet decided whether to purchase goods.

NVIDIA's "special offer" H20 chip to China: booking opens, market reaction is lukewarm

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For the price of the H20 compute card, some dealers revealed that it is not fixed, but fluctuates within a certain range. NVIDIA's current sales strategy seems to favor selling the entire server system directly rather than selling the compute cards separately.

Although the NVIDIA H20 chip has generated some attention in the Chinese market, in terms of performance, it is only one-sixth of the performance relative to the higher-level H100 chip, but the price has not been significantly reduced. This makes some industry insiders believe that its cost-effective is not high.

In October last year, the U.S. Department of Commerce announced plans to restrict the sale of more advanced AI chips to China, which directly affected the export of related products from companies such as NVIDIA and AMD. In this context, NVIDIA's launch of the H20 chip, which was created specifically for the Chinese market, is undoubtedly a deep layout of the Chinese market.

In addition, NVIDIA also plans to launch two other chips for the Chinese market - L20 and L2. But these new products have not yet appeared on NVIDIA's official website.

Although NVIDIA's "special edition" AI chip H20 has begun to accept reservations, but due to the high price and cost-effective issues, the market response is relatively lukewarm. In the future, with the disclosure of more information and the adjustment of market strategy, the performance of this chip in the Chinese market will be worth watching.

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