Nvidia developing new China-specific AI chip, more powerful than H20 - report

Published 19/08/2025, 08:40
© Reuters

Investing.com -- Nvidia (NASDAQ:NVDA) is preparing a new artificial intelligence chip for the Chinese market that will be based on its latest Blackwell architecture and surpass the performance of the H20 model it currently sells there, Reuters reported on Tuesday, citing people familiar with the matter.

The new processor, provisionally named the B30A, will feature a single-die design expected to provide about half the computing power of Nvidia’s flagship B300 accelerator, which uses a more advanced dual-die configuration, the report said.

Like the H20, it will include high-bandwidth memory and NVLink technology to speed up data transfers between processors.

Specifications have not yet been finalized, but Nvidia aims to ship samples to Chinese customers for testing as early as next month, the report added.

“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 move comes after U.S. President Donald Trump said last week he could allow scaled-down versions of Nvidia’s next-generation chips to be sold in China, even as concerns in Washington remain high about Beijing’s access to advanced AI technology.

Trump suggested a new chip for China might have “30% to 50% off” in terms of computing power, calling the current H20 “obsolete.”

Nvidia only resumed sales of the H20 in July after being forced to halt shipments in April due to U.S. restrictions. China accounted for 13% of Nvidia’s revenue last year, making access to the market a key issue for the company.

Lawmakers in Washington, however, remain wary that even reduced-performance chips could undermine U.S. efforts to maintain an AI advantage.

Nvidia argues that maintaining a foothold in China is important to prevent developers from turning to rivals such as Huawei. The company has also rejected claims from Chinese state media that its chips pose security risks, saying there are no backdoors.

Separately, Nvidia is preparing another Blackwell-based chip for China, aimed mainly at AI inference, the report said.

Known internally as the RTX6000D, the chip will be less powerful and cheaper than the H20, according to Reuters. Shipments of small batches to Chinese clients are expected to begin in September.

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