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3h ago

China Pressures Tech Giants to Scale Back Nvidia H20 Orders as Nvidia Preps China-Ready B30A

Licensing resumed under a reported 15% revenue share, with a security review and a push for domestic chips clouding near-term sales.

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Nvidia CEO Jensen Huang delivers the keynote address at the GTC AI Conference in San Jose, California, on March 18, 2025.
An image about China pushing to ban foreign chips from being used for AI inference, but need NVIDIA for now

Overview

  • Chinese regulators including the CAC, NDRC and MIIT issued informal guidance discouraging new H20 purchases and raised alleged security risks, which Nvidia has publicly disputed.
  • Reuters and other outlets report Nvidia is developing a Blackwell-based B30A for China that targets roughly half the performance of the B300, with samples aimed as early as September and approval not assured.
  • The U.S. has reintroduced H20 export licenses under an arrangement that, according to reports, requires Nvidia and AMD to remit 15% of specified China chip revenues to the government.
  • Several Chinese tech firms have reduced or paused H20 orders following comments by U.S. Commerce Secretary Howard Lutnick that officials in Beijing viewed as insulting, according to the Financial Times.
  • Analysts say Nvidia may leave China out of its Q3 outlook due to licensing uncertainty, even as Beijing explores limiting foreign chips for inference and Chinese developers remain reliant on Nvidia for high-end training.