Details about NVIDIA's next chip for the Chinese AI market have surfaced online, and it seems like Team Green is planning to flood the domestic markets with its customized Blackwell chips.
NVIDIA's Next AI Chip For China Likely To See Sales Traction Higher Than The H20, Credits The Advanced Blackwell Architecture
After the recent H20 export restriction by the US, NVIDIA is exploring new options for the Chinese markets, in an attempt to maintain its influence in the region. Team Green's CEO did say in the past that they weren't expected to release a new "cut-down" Hopper chip anytime soon, so the next solution will undoubtedly be based on Blackwell. Now, according to @Jukanlosreve, citing local Chinese sources, NVIDIA's next AI chip for China will feature GDDR7 memory, along with projected shipments of a whopping one million units by the end of 2025, showing that the demand is to stay here.
Local rumor in China: The new special edition Blackwell GPU is expected to enter mass production in early July and may be named 6000D or B40.
• It is expected to use GDDR7 memory with a bandwidth of around 1.7TB/s.
• NVLink speed is estimated to be 550GB/s per direction.
•…
— Jukanlosreve (@Jukanlosreve) May 21, 2025
We know that NVIDIA's upcoming chips will ditch HBM entirely to comply with US restrictions, and they will now leverage the GDDR7 technology. The memory bandwidth for the firm's next AI chip is said to be rated around 1.7 TB/s, which is the standard figure similar to what we have seen with the RTX 5090 GPU. Along with this, the chip is expected to leverage CUDA capabilities in order to drive its perf/watt figures, and this is how NVIDIA plans to stay relevant in the Chinese market.
Interestingly, despite all the differences, the firm's new "China-specific" Blackwell chip is still better than Huawei's existing solutions since NVIDIA would leverage its superior architectural capabilities and software ecosystem. However, the uncertainty surrounding using NVIDIA products has ultimately forced Chinese firms to opt for in-house options, such as the Ascend chips from Huawei, and it seems like Huawei's is gaining influence in the market, so it will be interesting to see how NVIDIA combats this.
NVIDIA is moving fast towards China, and we expect a new solution in the Chinese market as soon as July, which will put the firm back on track. Jensen has been against the US's harsh stance towards China's AI developments, and it seems like Team Green won't leave the Chinese markets neglected anytime soon.
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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