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.

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.