Nvidia’s processors are weakened for the Chinese market, but are still more powerful than the alternatives
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The impact of soaring global demand for Nvidia’s products is likely to underpin the chipmaker’s second-quarter financial results due to be announced on Wednesday. Washington set a cap on the maximum processing speed of chips that could be sold in China, as well as the rate at which the chips can transfer data — a critical factor when it comes to training large AI models, a data-intensive job that requires connecting large numbers of chips together.
The chipmaker has not disclosed the technical capabilities of the made-for-China processors, but computer makers have been open about the details. Lenovo, for instance, advertises servers containing H800 chips that it says are identical in every way to H100s sold elsewhere in the world, except that they have a transfer rate of only 400 gigabytes per secondThat is below the 600 GB/s limit the US has set for chip exports to China.
However, even with these limits, the H800 chips on sale in China are more powerful than anything available anywhere else before this year, leading to the huge demand. That means that Chinese internet companies that trained their AI models using top-of-the-line chips bought before the US export controls can still expect big improvements by buying the latest semiconductors, he said.
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