Nvidia said to be developing new, more powerful AI chip for sale in China

Core Insights - Nvidia is developing a new AI chip for the Chinese market, codenamed B30A, which is designed to be less powerful than its flagship B300 Blackwell GPU but more powerful than the currently allowed H20 GPUs [1][2] - The B30A will feature a single-die design, contrasting with the dual-die design of the B300, while retaining similar features such as fast data transmission and support for NVLink [2] - The development of the B30A is reportedly separate from another chip Nvidia is working on for China, indicating a strategic approach to product offerings in response to regulatory environments [3] Regulatory Environment - Recent changes in U.S. policy have relaxed restrictions on exporting high-performance AI chips to China, although approvals for the new B30A chip remain uncertain [4] - The geopolitical landscape, particularly the tensions between the U.S. and China, is influencing the technology supply chain, with critics urging the U.S. to maintain its technological lead [5] Market Strategy - Nvidia emphasizes the importance of the Chinese market, arguing that relinquishing it to competitors like Huawei would be detrimental to its business strategy [5] - The company asserts that all its product offerings are compliant with applicable regulations and are intended for beneficial commercial use [3]