Nvidia delays the launch of the new g…

Nvidia's plans to supply three new graphics cards to the Chinese market while respecting regulatory and performance restrictions imposed by the US regulator are facing problems.

Nvidia had planned to ship prototypes of the three GPUs this month, including the H20 SXM graphics card, a GPU intended for high-performance computing. Marketing was planned for next month. Postponed to the first quarter of 2024.

The Californian giant was set to launch these new products on November 16. This launch should finally take place next February or March.

Difficulty integrating the chip into the hardware

The reason ? According to Reuters, major server makers are struggling to integrate the chip into their hardware.

Advanced A100 GPU

In addition to the H20 GPU, Nvidia planned to release two other chips whose specifications comply with the new US export rules, the L20 and L2.

The H20, L20 and L2 incorporate most of Nvidia's new features for working with artificial intelligence, but some of the features have been reduced in power to comply with the new US rules.

A800 and H800 chips do not pass

The memory bandwidth of these three GPUs is a maximum of 864 GB/s and the computing power is 296 TFLOPS (teraflops).

Nvidia is banking on the chips to maintain market share in China after Washington's tougher export rules barred it from shipping products such as its A800 and H800 AI chips.

The A800 and H800 chips were introduced as alternatives for Chinese customers in November 2022, about a month after the United States first banned exports of certain chips to China.

Intel is relatively frugal

GPUs for artificial intelligence tasks produced by Nvidia and AMD have been banned from being exported to China without prior approval from the US Department of Commerce's Bureau of Industry and Security since November 17.

Affected products include the NVIDIA A100, A800, H100, H800, L40 and L40S GPUs, which are primarily used for AI and HPC (high performance computing), and the GeForce RTX 4090, a PC graphics card.

In addition to Nvidia, the US Commerce Department is also restricting exports of GPUs and accelerators from other manufacturers such as Intel and AMD.

Among Intel products, only the Gaudi 2 chip, intended for artificial intelligence work, is included in the export restrictions to China.

Among Intel products, only the Gaudi 2 chip, intended for artificial intelligence work, is included in the export restrictions to China.

The A770, the highest performing of Intel's Arc A series graphics cards, performs similarly to the NVIDIA GeForce RTX 3060, which is a generation older. But it is not affected by the restrictions.

AMD's server chips, the Instinct MI300 series, will be available early next month in China (Photo: AMD).

Major server vendors such as Dell Technologies are currently limiting AMD's GPU supply in the Chinese market. AMD is expected to release the MI300 series next month, and there is no indication that it will launch a specialized product for the Chinese market.

The rise of Chinese AI players

In China, there is a trend towards local GPUs rather than US GPUs.

Export restrictions imposed by the US have allowed local rivals such as Huawei to win orders that would otherwise have gone to Nvidia, whose graphics processing units (GPUs) dominate the artificial intelligence market.

In October, Baidu ordered 1,600 Huawei-developed A chips to replace Nvidia's A100 chips.

MTT S80, a PC graphics card released by Moorethread in June (Photo by Moorethread)MTT S80, a PC graphics card released by Moorethread in June (Photo by Moorethread)

Moore Threads, a Chinese GPU startup founded by ex-Nvidia executives, recently made headlines by updating the drivers for its PC graphics card, the MTT S80.

“Aiming to develop the best GPU in China, we will strengthen R&D, improve performance through optimization and build an ecosystem over the next three years,” CEO James Zhang said earlier this month.

Source: “ZDNet Korea”

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