Nvidia talks with Trump administration on China-focused chip

Stack of semiconductor wafers and circuit boards on a table beside closed government folders, blurred office window and city skyline

Nvidia CEO Jensen Huang said the company is in discussions with the Trump administration about a potential new computer chip for China, describing the effort as a follow-on to its H20 product designed for AI data centers. According to Newsday, Huang characterized the talks as ongoing and noted that any decision rests with the U.S. government.

China-specific chip under review

While visiting Taiwan to meet manufacturing partner Taiwan Semiconductor Manufacturing Co. (TSMC), Huang was asked about a possible “B30A” GPU based on Nvidia’s Blackwell technology. He said he is offering a new product for China but emphasized it is “too soon to know” the outcome. The report states the B30A is described as operating at about half the speed of Nvidia’s B300 chips, which are among the company’s most advanced and are restricted from sale to China under U.S. national security rules.

Huang praised recent U.S. approvals allowing Nvidia to sell H20 chips to China after a prior suspension, noting those sales carry a 15% tax payable to the U.S. government. Newsday reports that AMD faces the same 15% tax on sales of its MI380 chips to China. Huang did not comment directly on the tax but said Nvidia appreciates being able to sell H20s in the market.

Security concerns and regulatory context

Nvidia responds to China watchdog notice

Newsday reports that China’s Cyberspace Administration posted a notice referring to alleged “serious security issues” with Nvidia chips, citing claims that such chips have “mature tracking and location and remote shutdown technologies.” Huang said Nvidia was surprised by the accusation and is discussing the matter with Beijing. He stated, “We have made very clear and put to rest that H20 has no security backdoors. There are no such things.”

Huang added that Nvidia is speaking with Chinese authorities to reassure them about the security of the H20, and said such sales pose no security risk to the United States. The article also notes broader trade developments, including Beijing and Washington agreeing to pull back some non-tariff restrictions: China approved more permits for rare earth magnets to be exported to the U.S., and Washington lifted curbs on chip design software and jet engines. After lobbying by Huang, the U.S. allowed H20 sales to proceed.

Newsday further cites remarks on CNBC by U.S. Commerce Secretary Howard Lutnick, who said the U.S. strategy is to keep China reliant on American chip technology and that the U.S. does not sell China its “best” products.

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