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Nvidia Develops Custom Chips for China Amid Export Ban

  • Nvidia plans to launch a custom AI chip for China based on its Blackwell GPU lineup after new export restrictions in 2025.
  • This move follows US export bans on Nvidia's best-selling H20 AI accelerator, which disrupted its sales and market position in China.
  • Nvidia's CEO Jensen Huang visited Beijing in mid-April to assure key customers like Alibaba, ByteDance, and Tencent of continued support despite challenges.
  • The export curbs on H20 chips could cost Nvidia about $5.5 billion, while the company said a sample of the new China-specific chip may be ready by June.
  • Nvidia aims to comply with US regulations while maintaining its presence amid rising domestic competition from firms like Huawei in China’s AI market.
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The Week broke the news in Washington, United States on Tuesday, April 29, 2025.
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