Shapiro said automotive customers won’t be affected by the restrictions posed to Nvidia’s high-end data center products, and that the company is working with Chinese customers and the U.S. Fortunately for Nvidia, the company can keep manufacturing the H100 in China, though purchases by Chinese customers will be restricted. The government has restricted access specifically to Nvidia’s A100 and H100 graphic processing units. said the move would address the risk of chips being used in or diverted to a “military end use” or “military end user” in China and Russia, but it’s also a move by the Biden administration to keep China from becoming a more dominant player in the essential and lucrative chip production industry. Nvidia doesn’t sell to Russia, but the sanctions on China could cost the company as much as $400 million in potential sales in the third quarter. government imposed export restrictions on advanced AI chips to China, including Hong Kong and Russia. Can Nvidia deliver Thor to Chinese customers?Įarlier this month, the U.S. While the chipmaker is based in California, its chips are produced, along with pretty much everybody else’s, in Taiwan. It’s notable that a fair number of Nvidia’s automotive customers are based in China. Other automakers that have previously announced use of Nvidia’s Drive Orin include Baidu’s EV company JiDU Auto, NIO, Li Auto, R Auto, IM Motors and Polestar. Shapiro also noted that autonomous solutions provider QCraft will begin robotaxi operations in China powered by Orin. No doubt XPeng, which has recently launched its City Navigated Guided Pilot ADAS in its P5 sedan and is planning to roll it out in the G9, will sign on for the upgraded chip. XPeng is already using Drive Orin, the latest generation chip, for its G9 SUV, which will be able to support highly advanced driver assistance functions, “such as parking and driving on main and secondary streets, highways and private roads, and safely handling, entering and exiting highways, city byways and toll collection routes,” said Shapiro. The Chinese luxury EV startup owned by Geely said it will use the advanced chip for its next-generation of vehicles starting in 2025, according to Shapiro. Zeekr is the first to raise its hand for Thor. It’s precisely this space sharing with competitors that likely drove Nvidia to create a more robust chip. The automaker also said it would power its infotainment system with Qualcomm’s Snapdragon chip. For example, Volvo announced in January at the annual CES tech conference that its new automated driving features would be powered by Drive Orin. Nvidia already has several automotive customers that are building software-defined fleets using Drive chips. One chip to continuously upgrade over-the-air. One chip to help automakers build software-defined autonomous vehicles. Rather, Drive Thor will enable manufacturers to efficiently consolidate these functions into a single system, reducing overall system cost.” “In 2025, these functions will no longer be separate computers. “If we look at a car today, advanced driver assistance systems, parking, driver monitoring, camera mirrors, digital instrument cluster and infotainment are all different computers distributed throughout the vehicle,” said Nvidia’s vice president of automotive, Danny Shapiro, at a press briefing Monday. Ever in a race to develop bigger and badder chips, Nvidia is opting for Thor, which, at 2,000 teraflops of performance, will deliver twice the compute and throughput, according to the company. Nvidia is scrapping the Drive Atlan system on chip ahead of schedule for Thor, founder and CEO Jensen Huang said Tuesday at the company’s GTC event. It’s also taking Drive Atlan’s spot in the lineup. Thor, which goes into production in 2025, is notable not just because it’s a step up from Nvidia’s Drive Orin chip. Nvidia is gearing up to deliver Drive Thor, its next-generation automotive-grade chip that the company claims will be able to unify a wide range of in-car technology from automated driving features and driver monitoring systems to streaming Netflix in the back for the kiddos.
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