The three best Chinese Internet companies would have stored billions of dollars in NVIDIA H20 GPU before American export restrictions in April. Nikkei Asia report that Bytedance, Alibaba and Tencent have anticipated the probability of an export ban H20 specific to China Last year, and have since taken as much GPU H20 as they can get their hands.
The three companies would have accumulated approximately 1 million H20 – or approximately an annual offer. Although it is a large number of GPUs, the complete supply of companies has been interrupted by one month because they asked Nvidia to send them their H20S volume fully called at the end of May. If the three companies managed to get their hands on all the H20S they asked, the total value would exceed $ 12 billion.
The high demand for calculation power is apparently the main reason for storage of companies: the integration of Tencent de Deepseek in WeChat is a huge contributor to the demand for the computing power of China.
The NVIDIA H20 will serve as a Stop stop solution for Chinese companies until local GPUs are able to provide similar performance – or better -. Huawei would work on a new Ascend GPU claims to compete with the performance of the GB 200 of Nvidia, which would give China the same IA IT capacities as Western countries.
From April, the The US government is prohibited The export of the H20 H20 HGX GPU from Nvidia has designed for the Chinese market. The government has cited the memory of the GPU and the bandwidth of interconnection, as well as its potential use in the Superordinators, as the reasons for the ban. The new restriction will force Nvidia to take a massive financial blow of $ 5.5 billion, as it can no longer sell its existing inventory of GPU H20 to China.
THE H20 is a variant cut off from H100 – The predecessor of NVIDIA at the current HGX B200. Similar to the RTX 5090D And RTX 4090DThe H20 is a GPU tailor -made GPU to comply with the US government export sanctions to China, with a considerably reduced AI and HPC performance compared to its biggest brother.