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The latest news, Nvidia will restore the Chinese special version of AI chip shipments in the second quarter, but Tencent and Alibaba are not interested in big customers.

Two people familiar with the matter revealed that Nvidia plans to start mass production of an AI chip designed for China in the second quarter of 2024 to comply with US export regulations.One of the people familiar with the matter said that the initial output will be limited, and Nvidia will mainly meet the orders of large customers.

It is reported that this Nvidia hopes that the chip that TSMC is given priority to the TSMC may be H20 with super urgent unilateral formulas. Among the three chips developed to the Chinese market after the control, the H20 specifications are the most powerful.

According to the Wall Street Journal (WSJ), China's larger cloud companies began to test H20 samples provided by Nvidia last November last year.However, sources revealed that Alibaba and Tencent have stated to Nvidia that the chips ordered in 2024 will be far less than the plan before the new US ban.

It is reported that because the United States is concerned about the restrictions of the United States again, Chinese customers are reluctant to spend a lot of money to bet on the H20, which will turn to the alternatives of domestic manufacturers.

According to analysis, in the short term, the gap between Nvidia's relegated GPU and Chinese alternatives has narrowed, increasing the attraction of domestic chips to cloud computing and AI model customers.

According to news, Alibaba and Tencent have decided to transfer some orders to companies such as Huawei and rely on the ASIC developed by their own.Baidu and byte beating have taken the same action.

TrendForce analysts of well -known semiconductor consulting agencies pointed out that about 80%of Chinese cloud companies currently purchase from Nvidia, and this proportion in the next 5 years may drop to 50 ~ 60%.

According to the news, Huawei obtained at least 5,000 liangten 910B chips in 2023, which was pre -ordered by a major customer in China. After testing, the latter was regarded as the Chinese version of the most Nvidia A100.Shengteng 910B is expected to start delivery in 2024, but Huawei still faces the dilemma of limited production capacity due to US sanctions.