Nvidia readies China-focused AI chip set to outperform H20 – report

Nvidia (NASDAQ:NVDA) is reportedly developing a new artificial intelligence processor tailored for the Chinese market, built on its latest Blackwell architecture and expected to exceed the capabilities of its current H20 model, Reuters reported Tuesday, citing sources familiar with the matter.

The chip, tentatively called the B30A, will feature a single-die design projected to deliver roughly half the computing power of Nvidia’s top-tier B300 accelerator, which uses a more advanced dual-die setup, according to the report.

Similar to the H20, the new processor will incorporate high-bandwidth memory and NVLink technology to accelerate data transfer between chips. While technical specifications have not been finalized, Nvidia aims to send sample units to Chinese customers for testing as early as next month.

“We evaluate a variety of products for our roadmap, so that we can be prepared to compete to the extent that governments allow,” Nvidia said in a statement. “Everything we offer is with the full approval of the applicable authorities and designed solely for beneficial commercial use.”

The initiative follows comments from U.S. President Donald Trump last week, suggesting that scaled-down versions of Nvidia’s next-generation chips could be permitted for sale in China, despite ongoing U.S. concerns over Beijing’s access to advanced AI technologies. Trump noted that a new China-specific chip might have “30% to 50% off” in computing power, describing the current H20 as “obsolete.”

Nvidia only resumed H20 shipments to China in July, after a pause triggered by U.S. export restrictions in April. China accounted for 13% of Nvidia’s revenue last year, underscoring the market’s importance to the company.

However, U.S. lawmakers remain cautious, warning that even lower-performance chips could erode America’s AI advantage. Nvidia maintains that keeping a presence in China helps prevent developers from turning to competitors like Huawei. The company has also dismissed claims from Chinese state media about potential security risks, stating its chips contain no backdoors.

Separately, Nvidia is preparing another Blackwell-based chip for China, focused primarily on AI inference, Reuters reported. Internally named the RTX6000D, this processor is expected to be less powerful and more affordable than the H20, with small-batch shipments to Chinese clients anticipated to start in September.

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