Nvidia Corp.’s supply of H20 artificial-intelligence chips is unlikely to satisfy rapidly growing demand from Chinese customers, according to a note from Jefferies that warned the current stockpile is insufficient. Trading updates on 29 July show the chipmaker has responded by ordering roughly 300,000 additional H20 units from contract manufacturer Taiwan Semiconductor Manufacturing Co., helping lift Nvidia’s shares about 1.5% in U.S. pre-market dealings. Separately, White House senior adviser Kevin Hassett said the administration wants China to continue purchasing U.S. chips such as the Nvidia H20 and cautioned that Washington does not want Beijing to set the global standard for AI semiconductors.
Despite rumors of NVIDIA halting the production of H20 AI chips, it seems like new orders have been placed at TSMC, amid the strong demand coming from Chinese customers. https://t.co/1ydiBqwqEk
白宫高级顾问哈塞特:我们希望中国购买我们的芯片(H20),不希望中国成为芯片人工智能标准。
JUST IN: 🇺🇸 Economic Advisor Hassett says regarding Nvidia's H20, 'we want China buying our chips.' $NVDA https://t.co/2Wg0KReadk