Overview

• NVIDIA CEO Jensen Huang recently visited China and Taiwan, meeting with key clients and suppliers including Alibaba, Tencent, TSMC, and Wistron.
• The visit comes as NVIDIA prepares for the launch of its next-generation Hopper H200 and Blackwell B100 AI GPUs, expected to significantly reshape market dynamics.
• The Hopper H200 GPU will feature Micron's new HBM3e memory, allowing NVIDIA to almost double the AI inference performance compared to its H100 AI GPU.
• The Blackwell B100 AI GPU, details of which are yet to be released, is expected to bring decisive uplifts in terms of performance per watt through the adoption of a chiplet design.
• The visit also comes amid increasing China-US tensions and AI-chip sanctions being placed on China, with NVIDIA's AI processors becoming pivotal in the tech race between the two nations.