Nvidia is in talks with the U.S. government about offering a B30A GPU for artificial intelligence data centers in China. The B30A would be based on Nvidia's Blackwell architecture and is reported to operate at roughly half the speed of the main B300 chips. U.S. national security restrictions currently bar the sale of Nvidia's most powerful semiconductors to China. The U.S. approved sales of Nvidia's H20 chips to China under a condition requiring a 15% U.S. tax; Advanced Micro Devices faces the same tax on MI380 sales. Recent U.S.-China adjustments eased some non-tariff curbs, including rare-earth magnet exports and restrictions on chip-design software and jet engines.
I'm offering a new product to China for ... AI data centers, the follow-on to H20,
That's not our decision to make. It's up to, of course, the United States government. And we're in dialogue with them, but it's too soon to know.
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