China authorities recommended that companies not use the NVIDIA H20 chips, even though the manufacturer recently received permission to resume their supply to the country. According to Bloomberg, the ban applies to projects related to state structures and national security. The restrictions of AMD development also came under restrictions.
H20 and Mi380 were developed by NVIDIA and AMD specifically for bypassing past US restrictions on the supply of powerful AI-chips to China. Earlier this year, Washington ordered the company to receive export licenses, and this week it became known that NVIDIA and AMD will give 15% of sales from sales in China to the US budget.
Trump called the H20 “outdated” and said that more productive Blackwell chips will be delivered to China only with 30-50% capacity.
China is one of the key markets for manufacturers of AI-Chips. According to the head of Nvidia, Jensen Juan, the loss of this market will be a “huge blow” for the company. He estimates the volume of the Chinese market of artificial intelligence of $ 50 billion in the next 2-3 years.
