Nvidia (NASDAQ:NVDA) is quietly preparing a new AI chip for China that could reset the playing field in the world’s most sensitive tech market.
According to Reuters, the chip tentatively called the B30A will use the company’s cutting-edge Blackwell architecture and pack more punch than the current H20 model Nvidia is allowed to sell under U.S. export rules. Designed as a single-die version of its flagship B300 accelerator, it’s expected to deliver about half the raw horsepower of that top-shelf chip, but still give Chinese firms a major upgrade.
The chip will come with high-bandwidth memory and NVLink interconnects for faster data transfer features already found in the H20 and Nvidia is aiming to get samples into customer hands as early as next month, Reuters said.
The move comes with Washington’s export controls still in flux. Just last week, President Donald Trump said he might allow Nvidia to sell a somewhat enhanced in a negative way Blackwell chip to China, suggesting power could be trimmed by 30% to 50%. Nvidia, for its part, stressed that all products comply with government approvals and are intended for commercial use.
China accounted for 13% of Nvidia’s revenue last fiscal year, making it too big a market to walk away from. The B30A could be Nvidia’s latest way of threading the needle between U.S. restrictions and China’s relentless demand for AI firepower.
This article first appeared on GuruFocus.