Nvidia is reportedly preparing to launch a new artificial intelligence (AI) chip tailored specifically for China as early as September, according to a report by Media. The development comes as Nvidia CEO Jensen Huang is expected to visit China next week to reaffirm the company’s commitment to the Chinese market despite ongoing U.S. export restrictions.
Modified Chip to Comply with U.S. Rules
Sources familiar with the matter told media that the new chip is a modified version of Nvidia’s existing Blackwell RTX Pro 6000 processor. The chip is being redesigned to comply with tighter export rules introduced by the U.S. government. As part of this adjustment, it will not include some of Nvidia’s most advanced features, such as high-bandwidth memory (HBM) and NVLink technology, which are crucial for faster data transfers.
Sales are not expected to begin until at least September, as Nvidia is still in discussions with U.S. officials to ensure the chip will not violate current export controls. The final specifications of the product could be revised depending on the outcome of these talks.
Nvidia’s Position on the China Market
An Nvidia spokesperson declined to comment on any specific plans related to chip redesigns for China. However, they emphasized the significance of China’s developer base. “China has one of the largest populations of developers in the world, creating open-source foundation models and non-military applications used globally,” the spokesperson said. They added, “While security is paramount, every one of those applications should run best on the US AI stack.”
CEO Jensen Huang’s Upcoming Visit to China
Jensen Huang is expected to meet with senior Chinese officials during his trip to Beijing next week, where he will attend the International Supply Chain Expo. His visit follows his critical remarks in May at Taiwan’s Computex tech event, where he called U.S. export controls “a failure,” arguing that they had motivated Chinese firms to speed up their own AI development efforts.
Huang also pointed out that Nvidia’s share of the Chinese AI chip market has dropped significantly—from 95% four years ago to about 50% today. Despite this decline, the company still sees huge potential in China, estimating the country could represent a $50 billion market for AI in the near future.
Nvidia’s new China-specific chip and Huang’s upcoming visit highlight the company’s strategic efforts to maintain its presence in one of the world’s largest AI markets, even as geopolitical tensions and trade restrictions pose increasing challenges.
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