Report: NVIDIA Developing New Blackwell-Based AI Chip for China

NVIDIA is reportedly developing a new AI chip for the Chinese market, the B30A, which will be more powerful than the older HGX H20 model and is based on the latest Blackwell architecture. The B30A is designed as a successor to the H20, which was a scaled-down version of the A100 and H100 chips that were banned from export to China. The B30A will feature a single-die design with about half the computing power of NVIDIA's B300 accelerator, along with high-bandwidth memory and NVLink for fast data transfers. As NVIDIA plans to send test batches of the B30A to Chinese customers soon, regulatory approval remains uncertain due to concerns over granting China access to advanced U.S. AI technology. Meanwhile, NVIDIA emphasizes the importance of maintaining market share in China, which accounted for 13% of its revenue last year, and is also preparing the RTX6000D chip for AI inference tasks with specifications compliant with U.S. export limits. This development underscores the balance between adhering to export regulations and retaining competitiveness in the global AI market.

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