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"We're sampling it with customers now. Both of them comply with
the regulation without a license. We're looking forward to
customer feedback on it,” Huang told Reuters on Wednesday in an
interview after releasing Nvidia's quarterly results.
"We're expecting that we're... going to go compete for business,
and hopefully we can serve the market successfully."
Huang did not mention the names of the chips or the customers
and Nvidia did not immediately respond to a request for
clarification.
The chip industry newsletter, SemiAnalysis, reported in November
that Nvidia was preparing to release three chips - H20, L20 and
L2 - for the China market. The chips include most of Nvidia's
newest features for AI work, but have had some of their
computing power cut back to comply with new U.S. rules,
according to the newsletter's analysis of the chips'
specifications.
Reuters reported earlier this month that Nvidia has started
taking pre-orders for the H20 chip, the most powerful of the
three chips aimed at the Chinese market, and its distributors
were pricing it on par with a rival product from Huawei.
The H20 was originally expected to be released in November but
has been delayed due to issues server manufacturers were having
in integrating the chip, Reuters reported late last year.
Nvidia's business in China took a hit after Washington expanded
export control measures in October that included more
restrictions on shipments of advanced Nvidia chips to China.
"This last quarter, our business significantly declined as
we...stopped shipping in the marketplace (for China)," Huang
said during the earnings call.
For the fiscal fourth quarter which ended on Jan. 28, Nvidia
recorded sales of $1.9 billion in the China market, which
includes Hong Kong, according to Reuters calculations based on
the company's results.
That amounted to about 9% of total sales, down from 22% in the
previous quarter when it reported $4 billion in sales in the
region.
"We expect this quarter to be about the same. But after that,
hopefully, we can go compete for our business and do our best,
and we'll see how it turns out," Huang said on the earnings
call.
(Reporting by Stephen Nellis, Yelin Mo and Brenda Goh; Editing
by Miyoung Kim and Muralikumar Anantharaman)
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