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NVIDIA is working on a new AI chip meant for the Chinese market that’s more powerful than the H20, according to Reuters. It will reportedly be based on the company’s latest Blackwell architecture, which can produce chips between seven and 30 times faster than its previous AI platform. Reuters says the product is tentatively named B30A and will have a single-die design, putting all its main components on a single piece of silicon. It will apparently be capable of half the computing power of NVIDIA’s Blackwell Ultra GPUs, which have dual-die configuration. The product will also come with high-bandwidth memory and the company’s NVLink technology for speedier data transmission between processors.
It’s possible that NVIDIA is developing the chip after the Chinese government discouraged local companies from using the H20, especially for government and national security purposes. Chinese regulators even reportedly ordered big tech corporations, including Alibaba, Bytedance and Tencent, to suspend their purchases from NVIDIA until the government is done with a national security review. China’s warning to local companies came after the US government lifted its export restriction on the company’s H20 chips.
If you’ll recall, the US blocked the company from selling its H20 chips to China back in April over concerns that the Chinese military could use the chips to develop AI technology. In July, NVIDIA announced that the government has assured the company that it will approve licenses to ship and export H20 chips to China. The Financial Times then reported in August that the government had agreed to grant NVIDIA (and AMP) export licenses in exchange for 15 percent of their profits.
Reuters says NVIDIA is still finalizing the specs of B30A, but it’s hoping to deliver samples to Chinese clients for testing as soon as September this year. Trump seems to already be aware that NVIDIA is working on a chip based on Blackwell for the Chinese market, but whether it gets regulatory and export approval remains to be seen: The president told reporters that NVIDIA CEO Jensen Huan is “coming to see [him] again about that.”
