Over the past three years, NVIDIA's approach to customizing chips for the Chinese market has been evident: the A800 with reduced transmission bandwidth, the H20 with fewer tensor cores, and the RTX 4090D with diminished AI computing capabilities.

However, this strategy of compliance through reductions proved ineffective in the face of the April 2025 ban.

Following the additional ban on the China-specific H20 chip, NVIDIA is now accelerating the development of new AI chips that adhere to US export regulations, aiming to preserve its market share in China.

According to insiders, NVIDIA has notified Chinese customers, including Alibaba, ByteDance, and Tencent, of adjustments being made to the design of its AI chips. Samples of these US-compliant AI chips are anticipated to be available as early as June.

Concurrently, NVIDIA is also developing the latest generation of AI chips based on the Blackwell architecture for the Chinese market. Spy photos circulating among semiconductor engineers suggest that the B20 model of the Blackwell architecture might utilize multi-chip interconnect technology, leveraging NVLink to integrate the computing power of multiple downgraded chips into a functional unit.

CNN reports that NVIDIA anticipates a loss of $5.5 billion due to the restrictions on the H20 chip.