Nvidia's Planned New AI Chip for China Market, if Approved, Likely to Be Double Price of the H20 Chip, Sources Say

Chinese customers remain keen on Nvidia ai chips despite government pressure not to purchase them, sources say. Nvidia's planned new AI chip for china market, if approved, likely to be double price of the H20 chip, sources say. Nvidia has assured chinese customers not to worry about availability of H20 chips, sources say.

Alibaba, ByteDance, Tencent and other Chinese tech firms remain eager to secure Nvidia’s AI chips despite Beijing discouraging such purchases, four people with knowledge of procurement discussions said, with companies seeking reassurance on H20 orders and closely monitoring plans for the more powerful B30A chip, which could cost twice as much but deliver up to six times the performance.

Both models are tailored to comply with U.S. export restrictions, underscoring the broader U.S.-China tech rivalry; Washington has allowed H20 sales while striking a deal to receive 15% of related revenue, and Chinese regulators have questioned firms over purchases without banning them.

Demand in China remains strong as domestic alternatives from Huawei and Cambricon face supply and performance limits, though Nvidia’s unclear prospects there have weighed on its sales outlook and share price.

Still, with up to 700,000 H20 chips in inventory, plans to deliver B30A samples as early as September, and CEO Jensen Huang estimating a $50 billion China market if competitive access continues, Nvidia is working to reassure customers and protect its foothold.