Nvidia pushes back on report of China-specific AI chip in the works

Nvidia on Thursday pushed back on a report that it was preparing a China-specific LPU for shipment by year-end, saying the company has no such product planned or currently sold in the market. The company rejected a report that it could begin small-batch shipments by year-end. The reported chip would use technology licensed from Groq to accelerate AI inference alongside GPUs. Nvidia faces a long road back in China’s AI market Nvidia faces a much tougher position in China after US export controls and licensing requirements sharply reduced access to the country’s fast-growing AI-chip market. China once represented at least one-fifth of Nvidia’s data-center revenue, but the restrictions have strengthened Huawei and other domestic suppliers. Huang said in May that Nvidia had “largely conceded” the Chinese AI-chip market to Huawei. The company has retained a limited route back through H200 sales, with Chinese authorities reportedly approving purchases by several major technology companies and ByteDance and Tencent each receiving about 10,000 chips But those shipments remain limited and subject to conditions, offering little evidence that Nvidia’s China business is returning to its former...