Concerns around chip smuggling have led US lawmakers to propose a bill requiring chipmakers, including Nvidia, to embed location tracking in export-controlled products. Meanwhile, China is encouraging its tech companies to buy domestic AI chips to lessen dependence on Nvidia. This push has aided companies like Huawei, Biren, and Cambricon. Uncertainty looms over Nvidia's ability to deliver H20 orders in China if US policies change, amidst criticisms that selling the chips would inadvertently enhance Chinese AI capabilities and threaten national security.
"There are strong factions on both sides of the Pacific that don't like the idea of renewing H20 sales," said Triolo. "In the US, the opposition is clear, but also in China voices are saying that it will slow transition to the alternative ecosystem."
Beijing has issued informal guidance to major Chinese tech groups to increase purchases of domestic AI chips in order to reduce reliance on Nvidia and support the evolution of a rival domestic chip ecosystem.
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