• Nvidia is developing a new AI chip for China, tentatively named B30A, expected to outperform the H20 model.
• The chip will utilize a single-die design and includes features like high-bandwidth memory and NVLink technology.
• Regulatory approval from U.S. authorities remains uncertain, given ongoing trade tensions.
• China accounted for 13% of Nvidia's revenue last year, underscoring the market's importance.
• A separate chip, the RTX6000D, is slated for release and designed with lower specs for compliance with U.S. regulations.

Nvidia is reportedly developing a new artificial intelligence chip for China based on its latest Blackwell architecture. This chip, tentatively named the B30A, is expected to be more powerful than the current H20 model permitted for sale in China. The development follows comments from U.S. President Donald Trump, suggesting potential pathways for approving advanced Nvidia chips in the Chinese market. However, regulatory approval remains uncertain amid persistent concerns in Washington regarding access to U.S. AI technology, according to Reuters, SCMP, and India Times.

The anticipated B30A chip will utilize a single-die design, which means that all core components are fabricated on one continuous piece of silicon. This design is expected to yield approximately half the computing power of Nvidia's more sophisticated dual-die configuration found in its flagship B300 accelerator card. The B30A is also expected to boast features like high-bandwidth memory and Nvidia's NVLink technology, which facilitate quick data transfer between processors, similar to what's present in the H20 chip based on the older Hopper architecture, according to Reuters and SCMP.

Nvidia aims to provide test samples of the B30A to Chinese clients as soon as next month, although plans are still tentative. The company's ability to access the Chinese market remains a crucial point amid ongoing U.S.-China trade tensions, particularly as China accounted for 13% of Nvidia’s revenue in the previous year. Despite receiving recent permission to recommence sales of the H20 chip, which was halted earlier this year, potential sales of the B30A are complicated by regulatory and market uncertainties, as noted by Reuters, SCMP, and India Times.

Moreover, Nvidia is also preparing to launch a separate, less powerful chip dubbed the RTX6000D, specifically designed for the Chinese market and primarily intended for AI inference tasks. This chip will feature lower specifications and conventional GDDR memory to comply with U.S. regulatory thresholds, making it less powerful than the H20. Nvidia expects to deliver small quantities of the RTX6000D to Chinese clients in September, further illustrating their strategy to maintain a presence in the Chinese market amid mounting competition, particularly from rivals like Huawei, according to Reuters and SCMP.