Nvidia (NVDA, Financials) is developing a new China-specific AI chip, tentatively called the B30A, that would outperform its current H20 model but remain below the capabilities of its flagship accelerators, Reuters reported Tuesday.
The B30A, based on Nvidia’s latest Blackwell architecture, will feature a single-die design expected to deliver about half the raw computing power of its high-end B300 card. It will also carry high-bandwidth memory and NVLink support, similar to the H20, but with upgraded performance. Nvidia aims to send samples to Chinese customers as soon as next month, sources told Reuters.
The move comes after U.S. President Donald Trump suggested last week he might allow scaled-down versions of advanced chips to be sold in China, though regulators remain wary. Nvidia said in a statement that all its offerings are subject to government approval and designed for beneficial commercial use.
China generated 13% of Nvidia’s revenue last year, making the market critical even as U.S. restrictions tighten. Analysts warn cutting China off risks pushing developers toward Huawei, which has advanced in chipmaking but still lags Nvidia in areas like software and memory bandwidth.
Nvidia is also preparing a second Blackwell-based chip for China, the RTX6000D, focused on AI inference and priced below the H20. Small test batches are expected to ship in September.
This article first appeared on GuruFocus.