Nvidia ordonne à ses fournisseurs de stopper la production de la puce H20
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Nvidia vient de demander à ses partenaires industriels, dont Samsung Electronics et Amkor Technology, de suspendre immédiatement tous les travaux liés à la production de son processeur H20 AI, selon des informations rapportées par Bloomberg.
Le H20 avait été conçu comme une solution de contournement face aux restrictions d’exportation imposées par Washington, qui limitent la vente de processeurs avancés aux entreprises chinoises. Ce modèle devait permettre à Nvidia de conserver une présence sur son plus grand marché potentiel, la Chine, tout en respectant la réglementation américaine.
Mais la stratégie s’est heurtée à une décision inattendue : les autorités chinoises auraient exhorté les entreprises locales à ne pas utiliser la puce, réduisant presque à néant la demande. Cette prise de position a contraint Nvidia à revoir ses plans et à stopper net la production du H20 avant même son véritable lancement.
Pris entre les pressions de Washington, qui cherche à contenir l’accès de Pékin aux technologies de pointe, et la volonté de Pékin de promouvoir des alternatives nationales, Nvidia se retrouve dans une position délicate. Le retrait du H20 illustre à quel point les tensions géopolitiques pèsent directement sur l’industrie mondiale des semi-conducteurs.
Pour Nvidia, qui domine le marché des processeurs pour l’intelligence artificielle, cette décision marque un revers stratégique majeur, alors même que la demande mondiale en puissance de calcul ne cesse de croître.
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