NVIDIA’s position in the Chinese market might experience a notable improvement following discussions between President Trump and President Xi Jinping. The spotlight is on NVIDIA’s Blackwell AI chips, which are expected to take center stage in these high-stakes talks.
NVIDIA’s Blackwell AI Chip: A Key Player in US-China Negotiations
Since the onset of trade tensions between the US and China, NVIDIA’s CEO Jensen Huang has faced significant challenges in the Chinese market. However, reports suggest a potential breakthrough as President Trump plans to discuss the inclusion of NVIDIA’s Blackwell AI chip in a prospective trade deal with China, marking a crucial moment for Jensen Huang. This strategic move could be pivotal for NVIDIA, particularly as US-China relations evolve.
Donald Trump said he expects to lower tariffs the US has imposed on Chinese goods over the fentanyl crisis and speak with China’s Xi Jinping about Nvidia Corp.’s flagship Blackwell artificial intelligence chip, as leaders of the world’s biggest economies seek to ease tensions in a meeting on Thursday.
– Bloomberg
NVIDIA’s Market Comeback in China: The Role of the B30A AI Chip
NVIDIA’s previous dominance in China has dwindled to zero, as noted by Jensen Huang. He emphasized that any new AI chip solution for China would be based on the Blackwell architecture, as the Hopper lineup is no longer viable. The anticipated Blackwell solution, potentially the B30A AI chip, hinges on the outcome of US-China negotiations.
The B30A AI chip is rumored to boast features like 8-Hi HBM3E, TSMC’s N4P process, and NVLink interconnect. Its dual-die design represents a significant shift from the monolithic design of the H20 AI chip. This innovation could position the B30A chip alongside the B200/B300 regarding chiplet configuration, though these specifications remain speculative.
If NVIDIA secures approval for a Blackwell AI chip in China, it could signify a substantial turnaround for the company, potentially boosting both revenue and market share within the region.