Nvidia is reportedly exploring a “variety of products” following news that the company is developing a more advanced artificial intelligence chip for China, according to a report from Reuters. The new chip, tentatively named the B30A, is expected to be based on Nvidia’s Blackwell architecture and could be more powerful than the company’s current China-specific H20 offering. Sources familiar with the matter told Reuters that Nvidia hopes to deliver sample units to Chinese clients for testing as early as next month.
The company confirmed to CNBC on Tuesday that it continually evaluates multiple products for its roadmap. “We evaluate a variety of products for our roadmap, so that we can be prepared to compete to the extent that governments allow,” Nvidia said in a statement. “Everything we offer is with the full approval of the applicable authorities and designed solely for beneficial commercial use.”
The development comes after Nvidia last week reached an agreement with the U.S. government allowing it to resume chip sales in China in exchange for a 15% share of revenue from those sales. Nvidia and rival Advanced Micro Devices had previously agreed to give the U.S. government a cut of their sales to China following export restrictions that halted advanced computer chip shipments in April over national security concerns. The H20 chip was designed specifically for the Chinese market under prior Biden administration controls, while AMD produced the MI308 for the region.
President Donald Trump has recently indicated that he might allow Nvidia to sell more advanced AI chips in China. According to reports, Trump initially requested a 20% cut of Nvidia’s Chinese sales, but CEO Jensen Huang negotiated the figure down to 15%. Trump also suggested he could permit Nvidia to sell a scaled-down version of the Blackwell chip, reducing its capabilities by 30% to 50%.
Commerce Secretary Howard Lutnick praised Huang’s efforts, noting that Nvidia’s CEO regularly pitches U.S. government leaders on technological initiatives. “I’ve listened to him pitch the president, and the president listens to our great technology companies, and he’ll decide how he wants to play it,” Lutnick said in a CNBC interview. He indicated that Huang’s engagement is typical for a CEO navigating complex trade and export control landscapes.
The evolving situation underscores the tightrope Nvidia must walk as it seeks to expand AI technology globally while complying with U.S. national security regulations. Analysts note that the B30A chip could strengthen Nvidia’s position in the Chinese AI market, provided it gains government approval, while also highlighting the broader challenge U.S. tech companies face in balancing domestic regulations with lucrative international markets.
As the AI chip market heats up, Nvidia’s maneuvering reflects the broader stakes for U.S. semiconductor companies competing in China. The company’s approach—designing specialized products for restricted markets and negotiating revenue-sharing arrangements with the U.S. government—may serve as a model for other tech firms operating under similar export control regimes.
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