NVIDIA To Resume China Chip Sales
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NVIDIA CEO Jensen Huang visits China with reports of the new RTX 6000D AI GPU expected to launch this year, estimated to sell 2 million units in 2025.
CEO Jensen Huang said the company will boost supply of Chinese-compliant H20 chips in the coming months and look to bring more advanced semiconductors to the country, Reuters reported. "H20 was released from its ban,
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Nvidia stock spiked on Tuesday. The AI chip titan said it had received assurances from the administration that it can resume sales of key AI chips to China.
Nvidia plans to increase the supply of its H20 chips to China, aiming to strengthen its position in the lucrative Chinese technology market. This move follows the lifting of an export ban and comes as Nvidia navigates US-China trade tensions.
The stock is worth $4 trillion for a good reason. Nvidia's dominance in AI chips allows it to earn very high margins. Nvidia made $77 billion in net income on $148 billion of revenue over the last year, and its net income has increased 892% over the last three years.
NVIDIA's upcoming China-specific B30 AI GPU has estimated 75% of the performance of H20, with demand for B30 'significant' and orders already placed.
Nvidia CEO Jensen Huang described artificial intelligence models from Chinese firms Deepseek, Alibaba and Tencent as "world class" and said AI was "revolutionising" supply chains, at an exhibition in Beijing on Wednesday.
NVIDIA urges ECC activation to mitigate GPUHammer, a RowHammer exploit threatening AI accuracy and data integrity on GPUs.
Rowhammer is an exploit of a vulnerability in dynamic RAM (DRAM), where repeatedly accessing (or "hammering") a row of memory can cause bit flips in adjacent rows. As a result, threat actors could bypass security boundaries, triggering privilege escalations, data tampering, or even denial-of-service states.