Nvidia CEO Jensen Huang said the company is in discussions with the Trump administration about a potential new AI data center chip for China, signaling ongoing negotiations over U.S. export controls and China-focused product offerings. According to Yahoo Finance, Huang described the effort as a follow-on to Nvidia’s H20 chip and noted that any decision rests with the U.S. government.
Huang outlines possible „B30A“ and H20 sales context
While visiting Taiwan and meeting with Taiwan Semiconductor Manufacturing Co., Huang was asked about a potential “B30A” GPU for AI data centers in China. He said he is offering a new product for China as a successor to H20, but emphasized it is “too soon to know” pending U.S. approval. The reported B30A, based on Nvidia’s Blackwell technology, is described as operating at about half the speed of the company’s B300 chips.
Huang praised the administration for recently allowing sales of Nvidia’s H20 chips to China after a suspension in April, with a condition that Nvidia pay a 15% tax on those sales. Advanced Micro Devices was told to pay the same tax on its MI380 sales to China. As part of broader trade discussions, Beijing and Washington agreed to pull back some non-tariff restrictions, including China approving more permits for rare earth magnet exports and the U.S. lifting curbs on chip design software and jet engines.
Security assurances and dialogue with Beijing
Huang said Nvidia is engaging with Chinese authorities to address concerns and stated that sales of H20 pose no security risk to the United States. He said the company has made clear that H20 has no security backdoors and expressed hope that its response to Beijing will be sufficient. The Cyberspace Administration of China recently posted a notice referring to alleged “serious security issues” with Nvidia chips, citing U.S. AI experts as saying such chips have “mature tracking and location and remote shutdown technologies.” Nvidia was asked to provide an explanation and documentation.
Political backdrop and market positioning
Huang said Nvidia was surprised by the accusation and is discussing the matter with Beijing. He referenced efforts to secure H20 licenses, noting he had worked hard to help facilitate that process. The report also cited comments by U.S. Commerce Secretary Howard Lutnick on CNBC, who said the U.S. strategy was to keep China reliant on American chip technology and that the U.S. is not selling its best or even second- or third-best chips to China. China’s leadership has made self-reliance in advanced technology a strategic priority, while still relying on foreign semiconductor expertise.
