Huang Renxun has always hoped and actively promoted the Blackwell architecture AI GPU to be sold to China, even as a special edition, to replace the lagging H20, but now it seems that there is little hope. The first is US President Trump, who previously made it clear thatThere are currently no plans to release the export of the most advanced NVIDIA Blackwell GPU chips to China, these chips must be reserved for American companies and will not be provided to China and other countries.
White House spokesperson Karoline Leavitt also said at the press conference: "As for the most advanced chips, such as Blackwell chips, we currently have no intention to sell them to China."
Now, U.S. Treasury Secretary Scott Bessent further pointed out in an interview that China can only have Blackwell GPUs if they are two or three generations behind, or even further behind.
He said:"Blackwell GPU is currently the crown jewel (in the United States). 12-18 months ago, H20 was very good and the crown jewel. GPU technology is developing very fast, but it does not represent the speed of negotiations, so there may be new negotiations in the future, but I don't know if it will be 12 months later or 24 months later."
"Given NVIDIA's current incredible pace of innovation, Blackwell GPUs could be sold (to China) when their performance is two to three, or even four, generations behind the latest products."
In fact, the Hopper architecture used by H20 is only one generation behind the current Blackwell, but it is severely emasculated in terms of computing performance, video memory and interconnect bandwidth.
Obviously from the perspective of the United States, being one generation behind is not enough, even if the share of NVIDIA AI GPU in China has returned to zero.
