Semiconductor giant Nvidia (NVDA) is working on a new AI chip called the B30A that will be specifically designed for the Chinese market, according to Reuters. The chip is based on the company’s latest Blackwell architecture and will be more powerful than the current H20 chip, which is the most advanced model Nvidia is currently allowed to sell in China. However, the B30A will be less powerful than the top-tier B300 chip, since it uses a single-die design instead of the B300’s dual-die setup. Even so, the B30A will still include high-end features like fast memory and NVLink for fast communication between chips, similar to what’s offered in the H20.
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Unsurprisingly, this comes at a time when the tension between the U.S. and China over AI is high, and Nvidia is trying to balance strict U.S. export rules with its goal of keeping China as a major market. Interestingly, though, the U.S. recently signaled that it may ease some restrictions, and President Donald Trump suggested that Nvidia could be allowed to sell a toned-down version of its new chip in China. However, it’s still unclear if the U.S. government will approve the B30A, and lawmakers remain concerned that even reduced-power chips could help China advance its AI capabilities.
Nvidia, meanwhile, says that all its products follow government rules and are made only for legitimate commercial use. At the same time, Nvidia is also working on another chip for China called the RTX6000D. This chip is based on the Blackwell architecture as well, but is aimed at AI inference tasks and will be even less powerful than the H20. Indeed, it’s been carefully designed to stay just under the technical limits set by the U.S. As a result, Nvidia expects to ship small batches of the RTX6000D to Chinese customers by September.
What Is a Good Price for NVDA?
Turning to Wall Street, analysts have a Strong Buy consensus rating on NVDA stock based on 35 Buys, two Holds, and one Sell assigned in the past three months, as indicated by the graphic below. Furthermore, the average NVDA price target of $193.06 per share implies 8.4% upside potential.
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