Nvidia builds new AI chip for China with computing cluster capabilities: report

Semiconductor giant Nvidia is developing a new China-tailored artificial intelligence (AI) chip that complies with US export regulations and will enable users to link multiple units to create high-performance computing clusters, according to a report by digital publication The Information.

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Nvidia plans to produce more than 1 million units of its new B30 chip this year, the report said, amid efforts by the company to preserve its market share in the world’s second-largest economy in the face of Washington’s tightened tech restrictions.

Santa Clara, California-based Nvidia did not immediately respond to a request for comment on Monday.

During the company’s quarterly earnings call last week, Nvidia founder, president and chief executive Jensen Huang said the company was “considering” a new AI chip for the Chinese market, but did not have any details to announce at the time.

Nvidia is expected to introduce its new China-tailored graphics processing unit (GPU) in July, according to a Jefferies research note on Monday. It said the AI chip would likely be based on the company’s Blackwell platform, which was introduced last year.

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Speculation on Nvidia’s potential new GPU for China has intensified since the company revealed in mid-April new US export controls on its H20 chips, which were designed for Chinese customers. Nvidia said it would take US$5.5 billion in charges under that measure.

Nvidia founder, president and chief executive Jensen Huang speaks during a press conference at the Lawrence Berkeley National Laboratory in Berkeley, California, on May 29. Photo: AP
Nvidia founder, president and chief executive Jensen Huang speaks during a press conference at the Lawrence Berkeley National Laboratory in Berkeley, California, on May 29. Photo: AP

  

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