Overview
- Nvidia is set to introduce its B30 AI chip for the Chinese market in July 2025 as a response to tightened U.S. export controls.
- The Blackwell-based chip will comply with U.S. regulations and support the formation of high-performance computing clusters by linking multiple units.
- The company plans to manufacture more than 1 million B30 units this year to preserve its share in China’s AI sector.
- Nvidia anticipates an $8 billion shortfall in China chip sales this quarter after the export ban on its H20 GPU took effect in April.
- CEO Jensen Huang warned that sustained U.S. restrictions could permanently erode Nvidia’s opportunity in China amid rising competition from domestic rivals.