Nvidia and AMD to Offer China-Targeted AI Chips Following U.S. Export Restrictions

July shipments are designed to mitigate U.S. export penalties through export-compliant GPUs that challenge the rise of Chinese chipmakers.

Overview

Both firms have stripped back key performance elements on their new GPUs to meet the U.S. Commerce Department’s export requirements for China.
Nvidia’s ‘B20’ is a budget-oriented Blackwell-architecture GPU expected to retail for $6,500–$8,000, undercutting its $10,000–$12,000 H20 series.
U.S. licensing rules forced Nvidia to take a $4.5 billion Q1 charge and defer $2.5 billion of H20 shipments, with a further $8 billion revenue impact forecast for Q2.
AMD’s Radeon AI PRO R9700, based on RDNA4, promises to meet Chinese AI workload needs while offering potentially lower prices and more consistent supply.
The rollouts come as Chinese companies such as Huawei ramp up their own AI chips, intensifying competition under ongoing trade curbs.