NVIDIA and AMD are preparing to introduce new AI-specific GPUs to the Chinese market, intended to comply with U.S. restrictions on advanced semiconductor exports to China. According to industry sources cited in Taiwanese tech publication Digitimes, the companies are expected to begin selling their new products in July.
NVIDIA plans to offer a simplified AI graphics processing unit known as the “B20,” designed specifically to meet compliance requirements while maintaining essential AI processing capabilities. Similarly, AMD is developing a new Radeon AI PRO R9700 GPU aimed at professional AI workloads within the restrictive guidelines.
Earlier reports indicated that NVIDIA was developing a cheaper version of its AI chip based on the company’s Blackwell architecture, targeted specifically at the Chinese market. Estimated to be priced between $6,500 and $8,000, the more affordable GPU presents a significant reduction from the firm’s higher-end H20 GPUs, which have a price tag ranging from $10,000 to $12,000 each.
NVIDIA recently revealed substantial financial impacts stemming from U.S. regulations limiting exports of advanced semiconductor technology to China. The company reported a $4.5 billion charge in its first-quarter earnings directly connected to these restrictions, stating it was unable to ship an additional $2.5 billion worth of H20 GPUs due to licensing constraints. Furthermore, NVIDIA anticipates that the second quarter could experience an $8 billion revenue decline linked to ongoing compliance requirements.
