Report: NVIDIA's H20 inventory is limited and there is no plan for production recovery.

According to the technology media The Information, Nvidia has informed its Chinese customers that the inventory of its customized H20 artificial intelligence chips for the Chinese market is limited, and there are currently no plans to restart production. CCTV News previously reported that Huang Renxun revealed that the United States has approved the sale of H20 chips to China, and Nvidia will also introduce a new graphics card called RTX Pro. Therefore, Nvidia will only fulfill orders that can be supported by existing inventory. The consequences of production interruption mean that even if Nvidia wants to resume supply, it will face significant time costs. According to the report quoting Huang Renxun at the Beijing Chain Expo this week, starting from scratch to manufacture new chips could take nine months, making it almost impossible to quickly replenish H20 inventory. According to media reports citing two Nvidia employees, in recent weeks, the company has been communicating with some of its largest Chinese customers to understand their specific chip needs - such as how much H20 or future Blackwell chips they want to buy. Nvidia is also collecting feedback from customers on the H20 chip and suggestions for improvement for the next generation of products. These communications will help Nvidia decide whether it is worth adding more H20 orders. This article is from "Wall Street News", author: Zhang Yaqi; GMTEight editor: Wang Qiujia.