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Nvidia's Hopper GPUs are now dead to the Chinese market after export controls that made the company take a 'multibillion-dollar write-off'

There was more than the usual swell of anticipation for Nvidia's latest earnings call, primarily because the last quarter has been tumultuous in the wake of US tariffs and trade restrictions. On this ...
TweakTown

NVIDIA reportedly cuts B40 AI GPU production as Chinese AI companies use RTX 5090, Hopper GPUs

TL;DR: NVIDIA is reducing production of its B40 AI GPU for China from 1.5-2 million to 900,000 units in 2025, as Chinese AI firms favor RTX 5090 gaming GPUs, Hopper AI chips, and local alternatives.
TweakTown

NVIDIA's next AI GPU for China will be Blackwell, says H20 can't be modified anymore

TL;DR: NVIDIA CEO Jensen Huang revealed at Computex 2025 that the next China-exclusive AI GPU will skip the Hopper architecture, adopting Blackwell with GDDR7 memory instead of HBM to comply with US ...
SDxCentral

Microsoft bought twice as many Nvidia Hopper GPUs as other big tech companies - report

Microsoft has acquired twice as many Nvidia Hopper GPUs as other tech companies. Per a report in the FT, analysts from technology consultancy Omdia estimate that Microsoft bought 485,000 Hopper chips ...