Nvidia Intends to Develop a New AI Processor Specifically for the Chinese Market
Nvidia, the world's most valuable business, has announced the development of a new AI chip, the B30A, specifically designed for the Chinese market. This move is a strategic response to the U.S. export restrictions, aiming to preserve Nvidia's competitive presence and 13% revenue share in China [1][2].
The B30A, based on Nvidia's Blackwell architecture, is designed to target AI training workloads. It offers about half the power and memory of Nvidia's flagship B300 accelerator, making it more cost-effective while still delivering impressive performance. The chip employs a single-die design with 144GB of HBM3E high-bandwidth memory and retains NVLink interconnects to enable multiprocessor scaling [1][2].
To further reduce costs and simplify manufacturing, Nvidia utilises TSMC's CoWoS-S packaging. The B30A is more powerful than Nvidia’s previous H20 model but is positioned below higher-end GPUs like the B100 and B200 in the Blackwell line [1][2][3].
In addition to the B30A, Nvidia is also preparing an RTX 6000D chip variant for AI inference and visualization tasks. This variant features reduced specifications to meet export rules, with sample shipments expected around September 2025 [1][2][3].
The release of the B30A is pending U.S. regulatory approval, reflecting concerns about advanced AI technology transfer amid escalating trade tensions between the U.S. and China. Nvidia’s approach balances technical capability with compliance, aiming to sustain its foothold in a strategically important but politically sensitive market [1][2].
However, domestic competition from companies like Huawei and Chinese state mandates intensify the market challenges in China. Chinese authorities have summoned Nvidia to provide evidence addressing "serious security issues," and Chinese tech giants are increasingly turning toward homegrown alternatives due to the uncertainty surrounding the H20 [1][2].
Despite these challenges, Nvidia remains optimistic about its prospects in the Chinese market. The company is expected to send test samples of the new chip to its Chinese partners as soon as next month [1][2].
Sources:
[1] TechCrunch [2] Reuters [3] Bloomberg
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