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美国芯片制造商英伟达(纳斯达克股票代码:NVDA)可能会重新进入中国大陆,此前有报道称该半导体制造商正在为中国准备一款新的人工智能(AI)芯片。

United States-based chip maker Nvidia (NASDAQ: NVDA) is preparing a new artificial intelligence (AI) chip for mainland China, as both countries continue to navigate semiconductor trade restrictions.
随着两国继续应对半导体贸易限制,美国芯片制造商英伟达(纳斯达克股票代码:NVDA)正在为中国大陆准备一款新的人工智能(AI)芯片。
Sources familiar with the matter told CnTechPost that Nvidia will launch a new line of AI chips tailored for the Chinese market, though exact specifications remain undisclosed. The new flagship model, dubbed the B20, is said to form part of the Blackwell chip series, which is scheduled for mass production by the end of 2024.
知情人士告诉 CnTechPost,英伟达将推出专为中国市场量身定制的新系列人工智能芯片,但具体规格尚未披露。这款新旗舰型号被称为 B20,据称属于 Blackwell 芯片系列的一部分,计划于 2024 年底量产。
Nvidia will reportedly leverage its existing partnerships in China to introduce the chips to enterprise consumers. The firm is expected to collaborate with Chinese tech giant Inspur to roll out and distribute the chip, continuing a seven-year partnership between both entities.
据报道,英伟达将利用其在中国现有的合作伙伴关系,向企业消费者推出这些芯片。该公司预计将与中国科技巨头浪潮合作推出和分销该芯片,继续两家实体之间长达七年的合作关系。
The incoming B20 chips are said to be 30x faster than previous chips introduced to the Chinese market and demonstrate proficiency in supporting the development of large language models (LLMs).
据称,即将推出的 B20 芯片比之前引入中国市场的芯片快 30 倍,并且在支持大型语言模型 (LLM) 开发方面表现出出色的能力。
However, the B20 chip will be less advanced than its peers in the series due to existing U.S. trade sanctions against the East Asian country. To circumvent the semiconductor embargo, Nvidia is opting to tailor chip designs that comply with the ban, shipping mid-tier AI chips to its Chinese users.
然而,由于美国对东亚国家实施贸易制裁,B20 芯片的先进性将低于该系列的同类芯片。为了规避半导体禁运,英伟达选择定制符合禁令的芯片设计,向中国用户运送中端人工智能芯片。
Both Inspur and Nvidia declined to give an official statement on the matter, but sources say the latter is keen on maintaining its market share in China.
浪潮和英伟达均拒绝就此事发表官方声明,但消息人士称后者热衷于维持其在中国的市场份额。
Both countries have been embroiled in a cold war, with the North American nation banning the sale of high-end AI chips to China over national security concerns. Since the ban, China has looked inward to solve its rising AI chip demand by supporting local chip manufacturing and emerging technology firms.
两国都陷入了冷战,北美国家出于国家安全考虑禁止向中国出售高端人工智能芯片。自禁令颁布以来,中国一直向内寻求通过支持本土芯片制造和新兴科技公司来解决不断增长的人工智能芯片需求。
The Asian superpower is reportedly favoring a high-volume, low-cost approach to chip design, but analysts suggest that Nvidia’s incoming offering will still reach enterprise consumers, given its compatibility, price and capabilities.
据报道,这个亚洲超级大国倾向于采用大批量、低成本的芯片设计方法,但分析师表示,鉴于其兼容性、价格和功能,英伟达即将推出的产品仍将面向企业消费者。
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