Overview

• Nvidia said it is still evaluating product designs and must secure U.S. government approval before it can resume AI chip sales in China.
• ZJK Industrial has begun ramping up manufacturing and plans to start mass production of Nvidia’s B40 accelerator in June 2025.
• The B40 is a bespoke AI accelerator based on Nvidia’s Blackwell architecture and aimed at China’s mid-to-high-end data center sector.
• Supply chain forecasts indicate B40 shipments will exceed one million units by year-end, reflecting strong demand despite export constraints.
• After the U.S. ban on its H20 processor, Nvidia recorded a $5.5 billion inventory write-off and forfeited about $15 billion in potential sales.