Huang Renxun takes out high-end AI chips and tries to force them to China, what's the trick this time?

Huang Renxun claimed that he is negotiating with the US government to downgrade the next generation Blackwell architecture AI chips for export to China.

He emphasized that this negotiation takes time, but US President Trump understands that letting the world build on the US technology stack benefits the US in the AI competition, and he has revealed that he is willing to do anything necessary to sell this series of chips in China.

Several weeks ago, Trump did indeed express his intention to consider approving the export of a Blackwell chip version with 30% to 50% reduced performance to China.

So the question is, why was it previously blocked, and now, except for reducing performance, other restrictions can be easily lifted?

Previously, Huang Renxun begged and pleaded, barely managed to get Trump to allow the H20 chips to be sold in China, but the White House also took a 15% commission from sales. However, due to security risks, after the H20 was unblocked in the US, it was stuck in China and sold poorly. Lao Huang has already stopped production and is preparing to ship through other channels.

This shows that it is very difficult for NVIDIA AI chips to enter the Chinese market. Why is Huang Renxun taking a risk to further cut the most advanced chips and try to forcefully open up the Chinese market?

The current issue is clear: it's not about performance, but about safety. It cannot be said that H20 has risks, while B30 does not. If you can't solve the risk issue, everything else is just empty talk.

Therefore, Huang Renxun's approach, which only considers US restrictions but does not consider whether the Chinese market will accept it, is very suspicious. After all, the H20 has already suffered a setback, and the problem has not been resolved. Why should we believe that B30 will definitely be able to be sold in China? Therefore, we must be more vigilant about whether there are any other tricks behind this.

Original: www.toutiao.com/article/1841760712310796/

Statement: This article represents the views of the author.