Nvidia Considering ‘Variety of Products’ as New China AI Chip Details Emerge

Nvidia (NVDA) said it’s considering a “variety of products” for its roadmap as more details emerge about a new AI chip for the Chinese market. This follows recent signs of inroads in winning approvals from the Trump administration to expand sales to the country. 

Nvidia could look to deliver samples of the new chip to Chinese clients for testing as early as next month, Reuters reported Tuesday. 

The new chip, tentatively known as the B30A, is based on Nvidia’s Blackwell architecture and more advanced than the H20 chip the company recently won approval to resume selling in China after striking a deal with President Trump to pay the U.S. government 15% of its China chip revenue. 

A Nvidia spokesperson told Investopedia Tuesday that the company wants to be “prepared to compete to the extent that governments allow,” adding “everything we offer is with the full approval of the applicable authorities and designed solely for beneficial commercial use.”

Shares of Nvidia fell close to 4% amid broader tech sector losses Tuesday. Still, they’ve added nearly a third of their value this year, after their recent rally amid optimism about the company’s sales in China and strong demand for AI hardware.

Wall Street Analysts See ‘Slippery Slope’ in Recent Licensing Deal

While many on Wall Street saw the recent 15% revenue-sharing agreements for Nvidia and Advanced Micro Devices (AMD) as a positive development for the companies—which took a hit on export curbs earlier in the year—some have raised concerns about what they could mean for American tech companies navigating rapidly changing China trade policies.

“It feels like a slippery slope to us,” Bernstein analysts wrote last week of the deals, which could open the door to others and pointed to a lack of clarity on whether and how much companies could be pushed to pay to sell such products in China. “Sure it might raise some money, but doesn’t seem to address any strategic issues beyond a grab for dollars,” the analysts said. 

Last week, Trump suggested he could be open to expanding Nvidia’s licenses to cover more powerful chips, after further negotiations. Nvidia CEO Jensen Huang could be asked for more details on the company’s plans when the chipmaker reports its latest quarterly financial results after the bell Aug. 27.

This article has been updated since it was first published to reflect more recent share price values.