Nvidia says it’s evaluating a ‘variety of products’ after report of new AI China chip

Nvidia says it’s evaluating a ‘variety of products’ after report of new AI China chip


The Nvidia booth at the China International Supply Chain Expo in Beijing on July 16, 2025.

Florence Lo | Reuters

Nvidia said Tuesday that it is evaluating several products following a report that the company is working on a new artificial intelligence chip for China that is more powerful than the currently available H20.

The new product, tentatively called the B30A, is expected to be based on Nvidia’s Blackwell chip architecture, Reuters reported, citing people familiar with the company’s plans. Nvidia hopes to deliver sample units to Chinese clients for testing as soon as next month, according to Reuters.

“We evaluate a variety of products for our roadmap, so that we can be prepared to compete to the extent that governments allow,” the company told CNBC in a statement. “Everything we offer is with the full approval of the applicable authorities and designed solely for beneficial commercial use.”

Commerce Secretary Howard Lutnick on Tuesday praised Nvidia CEO Jensen Huang and said he wouldn’t be surprised if Huang wants to sell a new chip to China.

“I’m sure he’s pitching the president all the time,” Lutnick said in an interview with CNBC’s “Squawk on the Street.” “I’ve listened to him pitch the president, and the president listens to our great technology companies, and he’ll decide how he wants to play it.”

Earlier this month, Nvidia and rival Advanced Micro Devices agreed to give the U.S. government a 15% cut of their sales in China, in exchange for being able to resume selling chips in the region.

The Trump administration halted the sale of advanced computer chips to China in April over national security concerns. Nvidia built its Chinese-specific H20 chip after the Biden administration implemented export controls on AI chips in 2023, while AMD developed the MI308 chip for the Chinese market.

President Donald Trump said last week that he originally requested 20% cut of Nvidia’s sales, but that Huang negotiated the number down to 15%.

Trump suggested at the time that he would be open to Nvidia selling a significantly scaled-down version of its advanced Blackwell chip in China.

“It’s possible I’d make a deal” on a “somewhat enhanced — in a negative way — Blackwell” processor, Trump said. “In other words, take 30% to 50% off of it.”

— CNBC’s Kristina Partsinevelos contributed to this report.



Source

Tech stocks lead Wall Street sell-off as tensions over Greenland escalate
Technology

Tech stocks lead Wall Street sell-off as tensions over Greenland escalate

Trades work at the New York Stock Exchange on Jan. 16, 2026. NYSE Technology shares led the declines in U.S. stocks on Tuesday as investors reacted to escalating tariff rhetoric tied to President Donald Trump’s renewed push around Greenland. The State Street Technology Select Sector SPDR ETF (XLK) fell 2.2%. Nvidia, Meta Platforms and Google-parent […]

Read More
Morgan Stanley loves these stocks as the AI memory bottleneck bites
Technology

Morgan Stanley loves these stocks as the AI memory bottleneck bites

Tech companies have raced to build out compute capacity to fuel their AI ambitions but are now faced with a new bottleneck: memory capacity. The crunch comes as workloads shift from training models to using AI tools, and it’s driven in part by agentic AI, where a system can execute tasks independently. AI agents require […]

Read More
OpenAI to focus on ‘practical adoption’ in 2026, says finance chief Sarah Friar
Technology

OpenAI to focus on ‘practical adoption’ in 2026, says finance chief Sarah Friar

Sarah Friar, CFO of OpenAI, appears on CNBC’s Squawk Box on August 20, 2025. CNBC OpenAI will make 2026 its year of “practical adoption,” the artificial intelligence startup’s finance chief said in a blog Sunday. “The priority is closing the gap between what AI now makes possible and how people, companies, and countries are using […]

Read More