HawkInsight

  • Contact Us
  • App
  • English

Nvidia’s Next Moves: China AI Chip, Israel Megasite

After clinching the title of the most valuable company in human history, Nvidia is not slowing down. CEO Jensen Huang is preparing for an even bigger push forward.Strict U.S. export restrictions to Ch

After clinching the title of the most valuable company in human history, Nvidia is not slowing down. CEO Jensen Huang is preparing for an even bigger push forward.

Strict U.S. export restrictions to China have caused Nvidia’s revenues in the Chinese market to plummet, but Huang has no intention of giving up on this lucrative market. According to the Financial Times, Nvidia plans to launch a new artificial intelligence chip designed specifically for China as early as September. This chip will be a modified version of the existing Blackwell RTX Pro 6000 processor.

The product will be stripped of its most advanced technologies, such as high-bandwidth memory (HBM) and NVLink, which enhances interconnections for faster data transfers, in order to comply with U.S. export regulations.

Nvidia’s Chinese clients have recently been testing samples of the chip and have expressed strong interest in placing large orders. While its performance won't match that of high-end models, customers remain willing to buy it because switching from Nvidia's CUDA software ecosystem to alternative systems would significantly raise operational costs. Demand for this new chip is not expected to reach the levels seen with Nvidia’s previous H20 chip.

Sources also revealed that Jensen Huang plans to visit China to attend the International Supply Chain Expo, which opens next Wednesday in Beijing, and is seeking a meeting with Chinese Premier Li Qiang. If successful, Li would be the highest-ranking Chinese official Huang has met with to date.

Huang has previously criticized the U.S. government’s export restrictions on China, stating that such measures have spurred Chinese companies to accelerate the development of their own AI products. As a result, Nvidia’s market share in China has fallen from 95% four years ago to around 50% today.

In addition to the China market, Nvidia is also planning significant expansion in Israel, where it intends to build a new campus. The company has reportedly received numerous potential site proposals for this new Israeli facility, which is expected to cost several billion dollars and create thousands of jobs. Nvidia's blueprint envisions the new campus covering up to 180,000 square meters, potentially making it the largest tech park in Israel.

According to insiders, Israel's technology talent and expertise are “extremely important for the AI era,” and Nvidia urgently needs to expand. Currently, Nvidia employs about 5,000 people in Israel, making it the fastest-growing multinational tech employer in the country.

Dror Bin, CEO of Israel Innovation Authority, said the new Nvidia campus would be very large, accommodating “several thousand employees.”

Bin noted that this is a major investment that demonstrates confidence in Israel’s high-tech ecosystem. The investment will benefit both sides: Nvidia will gain access to local talent and innovation, while the local tech community will benefit from Nvidia’s investment. This will help keep Israel at the forefront of global innovation and technology, particularly in the AI sector.

Disclaimer: The views in this article are from the original Creator and do not represent the views or position of Hawk Insight. The content of the article is for reference, communication and learning only, and does not constitute investment advice. If it involves copyright issues, please contact us for deletion.