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Nvidia Develops China-Specific AI Chip to Navigate US Export Controls

The new B20 chip, derived from the Blackwell series, aims to comply with stringent US regulations while maintaining competitive performance.

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Overview

  • The B20 chip is a modified version of Nvidia's Blackwell B200, designed to meet US export limits.
  • It will be distributed in China by Inspur and is expected to launch in Q2 2025.
  • Nvidia's previous China-specific GPUs have seen significant sales despite initial challenges.
  • The US may impose further restrictions, potentially impacting future Nvidia chip sales to China.
  • Nvidia's stock rose following the announcement, reflecting investor confidence.