NVIDIA apparently has much larger plans for China's AI market apart from selling their H20 AI accelerator, as the firm is looking to introduce a new Blackwell-based solution soon.
NVIDIA May Rely On The Blackwell B20 AI Chip For China, If It Manages to See Regulatory Approval
It'd be important to look into the specifics of the decision to remove the H20 AI chip ban and its implications for NVIDIA and China. Before the H20 AI ban, NVIDIA had already phased out the H20 AI chip, and the firm was preparing for a next-gen solution for the domestic markets based on the Blackwell architecture. Then, with the Trump administration's export restriction, Team Green couldn't fulfill the H20 orders already placed by Chinese customers.
Now, according to Chinese sources (Cailianshe), the plan is expected to remain in place. According to the report, NVIDIA won't take in new H20 AI chip orders; instead, the company plans to introduce a new market solution as soon as year-end. The Hopper generation has been in China's AI markets for several years now, and it only makes sense for NVIDIA to catch up, given that when you compare with the global release schedule, China is at least three generations behind right now.
It is normal that NVIDIA no longer increases production capacity for H20, because there will be a new special version B series later. H20 has been discontinued a long time ago. After the production on the production line is completed, the BOM will stop.
NVIDIA's H20 AI inventory is said to be in billions of dollars right now, enough to cater to at least one quarter of China's AI demands. As far as what industry rumors suggest, NVIDIA's Blackwell-based chip, likely the B20, is said to arrive sometime next quarter, giving Team Green enough time to clear out existing inventory and push new products in the market. And NVIDIA isn't planning to rely on just one product, since reports suggest that the latest AI chips for China could very well be the B20, B30, and the RTX 6000D, all intended for multiple segments.
About the author: Muhammad Zuhair is a hardware and technology reporter for Wccftech, specializing in the semiconductor industry and the complex interplay between technology, manufacturing, and geopolitics. His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure from NVIDIA, AMD and Intel.
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