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Nvidia Evaluating New AI Chip for China Amid Reports of More Powerful B30A Model

Nvidia confirmed on Tuesday that it is evaluating a range of products following reports that the company is developing a new artificial intelligence chip tailored for the Chinese market. The proposed chip, tentatively named the B30A, is expected to be based on Nvidia’s Blackwell architecture and would offer greater performance than its current H20 model, according to Reuters, which cited sources familiar with the company’s plans. Nvidia said it aims to deliver sample units of the new product to Chinese clients for testing as early as next month. In a statement to CNBC, the company said, “We evaluate a variety of products for our roadmap, so that we can be prepared to compete to the extent that governments allow. Everything we offer is with the full approval of the applicable authorities and designed solely for beneficial commercial use.” The report comes amid ongoing U.S. restrictions on advanced AI chip exports to China, which have limited Nvidia’s ability to sell its most powerful models in the region. The B30A would likely be a more capable version of the H20, which was specifically designed to comply with export regulations while still supporting AI workloads. Commerce Secretary Howard Lutnick echoed the sentiment, expressing confidence in Nvidia CEO Jensen Huang’s ability to navigate the complex regulatory landscape. Speaking on CNBC’s “Squawk on the Street,” Lutnick said, “I'm sure he's pitching the president all the time. 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.” The development underscores the growing strategic importance of AI hardware and the delicate balance between technological advancement, national security concerns, and global market access. As AI demand surges in China, Nvidia’s efforts to tailor its offerings reflect both competitive pressure and the challenges of operating under evolving international regulations.

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