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Nvidia's defeatured H20 GPUs sell surprisingly well in China — 50% increase every quarter in sanctions-compliant GPUs for Chinese AI customers
Nvidia rakes it in from China business.
Based on Claus Aasholm's findings, Nvidia earns tens of billions of dollars selling the HGX H20 GPU despite its seriously reduced performance compared to the fully-fledged H100. Just last week, it turned out that Chinese AI company Deepseek revealed in a paper that it had trained its 671-billion-parameter DeepSeek-V3 Mixture-of-Experts (MoE) language model on a cluster of 2,048 Nvidia H800 GPUs and that it took two months, a total of 2.8 million GPU hours. Over time, China's domestic accelerators from companies like Biren Technologies and Moore Threads might eat into what is now a near-monopoly for Nvidia in Chinese data centers.
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