Nvidia CEO Jensen Huang revealed that the company is in active discussions with the Trump administration to introduce a new AI-focused semiconductor, tentatively named the “B30A,” designed specifically for the Chinese market. Speaking during a visit to Taiwan, where he met with Taiwan Semiconductor Manufacturing Corp. (TSMC), the world’s largest chip maker, Huang emphasized the strategic importance of re-entering China’s lucrative AI data center market. “We’re offering a new product to China for AI data centers, a follow-on to the H20,” he said, but cautioned that final approval rests with the U.S. government, and outcomes remain uncertain.
The proposed B30A chip, based on Nvidia’s Blackwell technology, is reportedly less powerful than the company’s flagship B300 chips, operating at roughly half their speed to comply with U.S. national security restrictions that prohibit the sale of cutting-edge semiconductors to China. These restrictions, initially tightened under the Biden administration, had significantly impacted Nvidia’s market share in China, dropping from 95% in 2021 to 50% by 2025, costing the company billions in lost sales. Huang has been vocal about the inefficiencies of these curbs, calling them a “failure” that spurred Chinese firms like Huawei to accelerate domestic innovation.
Huang praised the Trump administration’s recent decision to allow sales of Nvidia’s H20 chips to China, which had been halted in April 2025, incurring a $5.5 billion write-off for Nvidia. The approval comes with a 15% tax on sales, a condition also applied to Advanced Micro Devices (AMD) for its MI380 chips. This shift followed intense lobbying by Huang, including a July 2025 Oval Office meeting with President Trump, where he argued that controlled chip sales would keep China reliant on U.S. technology without compromising security.
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Addressing concerns raised by China’s Cyberspace Administration, which alleged “serious security issues” like tracking and remote shutdown capabilities in Nvidia’s chips, Huang firmly denied the claims. “We’ve made it clear that H20 has no security backdoors—there never has,” he stated, noting ongoing dialogues with Beijing to resolve these concerns. The accusations, coupled with controversial remarks by U.S. Commerce Secretary Howard Lutnick about selling only “fourth-best” chips to China, have added complexity to Nvidia’s efforts to maintain trust in the Chinese market.
The talks are part of broader U.S.-China trade negotiations, with recent agreements easing non-tariff barriers, such as China’s increased export permits for rare earth magnets and U.S. relaxation of curbs on chip design software and jet engines. Huang’s diplomatic maneuvering, including meetings with Chinese officials and a high-profile Middle East trip with Trump, underscores Nvidia’s pivotal role in navigating the global AI race. As Nvidia, now valued over $4 trillion, seeks to balance commercial interests with geopolitical tensions, the outcome of these discussions could reshape U.S.-China tech relations.
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