Nvidia denies reports of China-specific AI chip rollout

Nvidia has denied reports that it plans to ship a language processing unit (LPU) specifically tailored for the Chinese market by the end of the year. The company addressed claims made by The Information, stating that it has no China-specific LPU product currently on its roadmap and no such sales occurring in the region today.

The disputed report suggested that Nvidia was preparing small-batch shipments of an AI chip designed to comply with U.S. export-control rules. This chip would reportedly be a version of the Groq 3 LPU, a processor developed through a licensing agreement with the startup Groq, intended to work alongside GPUs to accelerate AI chatbot responses.

Nvidia’s business in China remains complex due to ongoing U.S. restrictions on advanced semiconductor technology. While the company has recently seen deliveries of H200 AI chips to certain Chinese firms like Alibaba and Tencent, CEO Jensen Huang previously noted that the company had “largely conceded” the Chinese AI chip market to local rival Huawei Technologies.