事关中国特供芯片，英伟达回应

Core Viewpoint - Nvidia is developing a new AI chip, tentatively named B30A, for the Chinese market, which is expected to be more powerful than the currently approved H20 model [2][4][5]. Group 1: Product Development - Nvidia is evaluating several products, including the B30A, which is based on the Blackwell architecture and aims to be delivered to Chinese customers for testing as early as next month [2][4]. - The B30A chip will feature a single-chip design, integrating all major components on one silicon piece, and will include high bandwidth memory and Nvidia's NVLink technology [4][6]. - Nvidia is also preparing to launch another chip, RTX6000D, specifically for AI inference tasks in China, which will be priced lower than the H20 [6][7]. Group 2: Regulatory Environment - The U.S. government has imposed export controls on advanced AI chips to China, which has led to Nvidia developing the H20 chip specifically for the Chinese market [3][5]. - Nvidia and its competitor AMD agreed to share 15% of their sales revenue from China with the U.S. government in exchange for the ability to sell chips in the region [2][5]. - Concerns remain regarding the approval of new chip sales to China due to national security considerations, with the U.S. government cautious about granting access to advanced AI technologies [4][6]. Group 3: Market Dynamics - China contributed 13% of Nvidia's revenue in the last fiscal year, making access to the Chinese market crucial amid ongoing U.S.-China trade tensions [5][6]. - The potential sale of Nvidia's new chips to China has been a topic of discussion among U.S. officials, with some expressing support for the company's efforts [5][6]. - Despite advancements by competitors like Huawei, Nvidia aims to maintain interest in its chips among Chinese developers to prevent a complete shift to rival products [6].