SAN JOSE, California, March 17 (Reuters) - Nvidia ( NVDA )
is restarting manufacturing of one of the company's
chips that is designed to comply with U.S. export restrictions
on China, CEO Jensen Huang said at a press conference on
Tuesday.
The company had halted production last year of its H200 chip,
which is based on its aging Hopper technology, because of
increasing regulatory hurdles in the U.S. and China, according
to a report at the time.
Since then, Nvidia ( NVDA ) has received licenses to export the H200
from the U.S. government and has taken orders, Huang said. This
led Nvidia ( NVDA ) to begin restarting its manufacturing several weeks
ago.
"Our supply chain is getting fired up," Huang said.
The China chip sales are not included in the forecast for
more than $1 trillion in revenue that Huang made for the
company's Blackwell and Rubin AI chips by the end of 2027.
Blackwell and Rubin are Nvidia's ( NVDA ) flagship AI chips and are
capable of building the large language models that underpin
chatbots such as OpenAI's ChatGPT. Blackwell chips are available
for purchase, while Rubin chips are Nvidia's ( NVDA ) next-generation
processors and are in full production.
The $1 trillion estimate Huang issued does not include a swath
of the company's other products such as its central processing
units, its range of networking chips or the forthcoming chips
based on the technology it licensed from Groq. The estimate also
does not include a Rubin variant known as Rubin Ultra.
In December, Nvidia ( NVDA ) signed a deal to license Groq's tech and
hired many of the startup's executives.