“The real possibility” brings NVIDIA Blackwell AI to China

Nafidia The CEO Jensen Huang said that there is a “real possibility” that the company brings to the advanced Blackwele processor to China because it urges the US government to open access to American chips.

He also expected that the artificial intelligence market in the second largest economy in the world will grow by 50 % next year.

“The opportunity for us to bring Blackweell to the Chinese market is a real possibility,” Huang said on Wednesday in an invitation to get my latest chapter in NVIDIA. results. “We just have to continue to defend the importance of American technology companies to be able to lead the artificial intelligence race and help in making the American Tech Stand The Global Standard.”

Huang personally visited the White House in July and August to secure export licenses for the current generation segments of the Chinese AI, which is called H20. In August, the White House announced that President Donald Trump and Hanging had concluded a deal in which NVIDIA is receiving export licenses compared to 15 % of China sales from H20 to go to the United States government.

After the meeting, Trump said he was open to concluding a deal for Blackwell slices, the latest technology in NVIDIA, which currently includes the majority of the data center revenues.

Huang said it is better for Chinese artificial intelligence developers to use NVIDIA chips instead of forcing them to use local Chinese options by preventing exports, which can stimulate the Chinese technology industry to catch up with.

If NVIDIA will issue a Blackwell chip in China, it may stimulate a large amount of sales as the Chinese artificial intelligence developers choose the most powerful chips available. NVIDIA will have to modify its Blackweell chips for the United States market to make them slower in certain aspects in order to comply with the American export regulations.

“Blackwell is very sophisticated. I will not make a deal with that,” Trump He said in AugustBefore adding that it was possible to conclude a deal to issue a “somewhat improved negative” from Blackweell.

The Huang Al -Ulooma comments come on Wednesday after the company informed the growth of revenues in the second quarter of the year by 56 % to 54 billion dollars, although the H -20 chip was not sold to China during the quarter. NVIDIA said it had issued $ 180 million in the H20 stock for a customer outside China, which represents $ 650 million sales.

NVIDIA said it does not depend on any H20 sales in the quarter in October as part of its expectations of $ 54 billion, but the company could sell between two billion dollars and 5 billion dollars in H20 chips, depending on the geopolitical environment.

“If we have more requests, we can build more.”

Nafidia said that although it received some licenses after meeting with Trump, the US government has not yet published the official regulations that determine how the United States government will work by 15 %.

Chris said: “USG officials have expressed the expectation that USG will receive 15 % of the revenues created from licensed H20 sales, but so far, USG has not published a list of such condition,” said Chris.

Huang told analysts that China is the second largest market for Amnesty International.

Huang said: “The China market, which is estimated at $ 50 billion in opportunities for us this year, if we are able to address it with competitive products,” Huang said. “If it is $ 50 billion this year, you expect to grow, for example, 50 % per year.”

Modern reports She indicated that the Chinese government encourages artificial intelligence developers to use local chips on NVIDIA.

“We are still waiting for many geopolitical issues that are back and forth between governments and companies that are trying to define their purchases and what they want to do,” said Chris.

He watches: NVIDIA sales are more than 4 %, says Chipmaker. There is no Q2 H20 sales for customers in China