The U.S. is considering new trade restrictions that could prevent Nvidia from selling its China-oriented HGX-H20 AI GPU, according to a Jefferies note to clients, reports QZ. This is part of the U.S. government's plan to restrict China's access to advanced AI technology, and if implemented, it could cost Nvidia an estimated $12 billion in revenue.
Nvidia's new HGX H20 GPUs are designed to comply with U.S. export rules while still offering strong AI performance. They provide up to 296 INT8 TOPS/FP8 TFLOPS, 96 GB of HBM3 memory, and 4.0 TB/s memory bandwidth, making them competitive against entry-level AI processors. Despite appearing less potent on paper, the HGX H20 outperforms its direct competitor, Huawei's Ascend 920-series AI processors, in practical applications due to better memory performance. It is what concerns U.S. lawmakers.
