NVIDIA and AMD are set to release new AI-focused GPUs tailored for the Chinese market, complying with U.S. export restrictions. NVIDIA plans to introduce the stripped-down "B20" GPU, while AMD offers the Radeon AI PRO R9700. Both companies aim to address the AI workload demand despite recent financial impacts, with NVIDIA facing a significant $4.5 billion charge in Q1 and projecting an $8 billion revenue hit in Q2 due to licensing constraints on its H20 GPUs.
NVIDIA plans to sell a stripped-down AI GPU, code-named "B20," and AMD is targeting AI workloads with its Radeon AI PRO R9700.
NVIDIA incurred a $4.5 billion charge in Q1 due to licensing issues affecting its H20 chip sales in China, with a projected $8 billion revenue impact.
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