According to reports from relevant financial media, industry insiders have revealed that NVIDIA has developed the latest improved version of AI chips specifically designed for the Chinese market. This includes HGX H20, L20 PCle, and L2 PCle. Sources indicate that these three new chips are enhancements of the H100 model, and NVIDIA is expected to announce them no earlier than the 16th of this month, with domestic manufacturers receiving the products shortly thereafter.
According to publicly available information, the NVIDIA H100 Tensor Core GPU utilizes the all-new Hopper architecture, based on TSMC's N4 process, integrating 800 billion transistors. Compared to its predecessor, it offers up to a 9 times higher training speed for Multi-Expert (MoE) models.
Equipped with the fourth-generation Tensor Core and Transformer engines (FP8 precision), it also features highly scalable NVLink interconnect technology (capable of connecting up to 256 H100 GPUs, offering a bandwidth 9 times higher than the previous generation using HDR Quantum InfiniBand network, with a bandwidth speed of 900GB/s).
In previous reports, the U.S. Department of Commerce released a series of new export restrictions on chips on October 17, expanding the definition of advanced artificial intelligence chips. Additional licensing requirements were imposed on chip products shipped to over 40 countries to prevent resale to China. The new restrictions were scheduled to take effect on November 16. However, on the 23rd, the U.S. government wrote to NVIDIA, requesting the immediate implementation of new export restrictions on the sale of high-end chips to countries, including China.
In October of the previous year, the U.S. government announced the initial implementation of export restrictions on artificial intelligence chips. Due to the inability to provide A100 and H100 artificial intelligence processors to the Chinese market, NVIDIA specifically developed A800 and H800 for the Chinese market to bypass U.S. government control.
It cannot be ruled out that the latest chips, HGX H20, L20 PCle, and L2 PCle, are also customized by NVIDIA to circumvent U.S. government control. We will continue to monitor and report on the specific developments.
