NVIDIA’s Next “China-Specific” Blackwell B30 AI Chip Rumored to See Significant Demand; Dominating The Inferencing Market

There’s a lot of confusion about what NVIDIA’s next AI chip for China could bring to the domestic markets, but based on new rumors, Team Green seems to have a competitive solution prepared.

NVIDIA’s B30 AI Chip Rumored to Be a Cost-Effective Solution, 40% Cheaper Than The H20 AI GPU

The last AI chip introduced by NVIDIA for China was the H20 AI accelerator, which, a few months ago, was influenced by US export restrictions and was banned for the domestic market. Since then, Team Green is in the pursuit of prepping for a newer solution, which appears to be less capable than what was being offered previously, but despite that, it is rumored that the demand for the next AI chip will be massive. This report comes from the renowned leaker @Jukanlosreve, who quotes industry notes which say that NVIDIA’s “Blackwell” B30 AI chip will see a great reception in Chinese markets.

Before we dive into the report, take these rumors with a grain of salt for now, since NVIDIA’s business in China tends to change pretty quickly. Now, it is claimed that Team Green is looking to ship out millions of units by the end of the year, with major Chinese tech giants looking to get their hands on the chips. In terms of performance, it is claimed that the B30 AI chip is 25% slower than the H20 AI GPU, and the slowdown is mainly due to the rumored replacement of HBM with GDDR7 modules, along with cut-down technologies onboard.

Even if there is a drop in performance, the demand for the B30 chip is said to be similar to previous generations, mainly since the Chinese markets are looking for a cost-effective inferencing solution, given that the model training phase has already been done with previous AI chips like the Hopper H100. The B30 is said to be employed with small and medium-sized models, and more importantly, for the vast pool of Chinese CSPs, this chip will allow them to offer a low-cost computing power option for its customers.

Moreover, rack-scale solutions around the B30 AI chip are claimed to perform more effectively, with an 8-card cluster bringing in up to 1.2TB/s of bandwidth. The general idea with NVIDIA’s next AI chip for China is that it won’t be a high-end AI accelerator, rather the focus would be on providing a cost-effective solution, which is why the B30 AI chip is said to be 30% more power efficient from the H20, with 40% lower procurement costs. While we are still unaware of the specifics of the chip, it is clear that NVIDIA is targeting the broader AI market in China.

Well, NVIDIA’s CEO is in pursuit of getting things up and running for China. He recently met President Trump, who appreciated him for the company’s $4 trillion valuation. Moreover, Jensen is likely to pay a visit to China in the upcoming days. It does seem like ignoring China’s AI prospects is difficult for NVIDIA right now, which is why NVIDIA has been pushing for regulatory approval from the Trump administration.