Nvidia Developing New AI Chip for China Based on Blackwell Architecture

New AI Chip for China

• 💡 Nvidia is reportedly developing a new AI chip for China, based on its latest Blackwell architecture.
• 🎯 This new chip, currently known as the B30A, is expected to be more powerful than the H20 model Nvidia is currently permitted to sell in China.
• 🚀 Nvidia aims to deliver samples of the B30A to Chinese clients for testing as early as next month.

US Regulatory Concerns and Approval

• ⚠️ Washington has significant concerns about granting China excessive access to US AI technology.
• 📌 US regulatory approval for the new chip is not guaranteed, despite recent indications that more advanced chips might be permitted.
• 🤝 The US Department of Commerce has not yet commented on the matter.

Nvidia's China Revenue and Export Restrictions

• 📊 China accounted for 13% of Nvidia's revenue in the last financial year.
• ⚙️ Nvidia received permission in July to resume sales of the H20 chip, which was developed specifically for China after export restrictions were imposed two years prior.
• ⚖️ President Trump previously suggested allowing Nvidia to sell a scaled-down version of its next-generation chip in China, following a deal where Nvidia and AMD would give the US government 15% of revenue from certain advanced chip sales in China.