Nvidia to Launch China-Exclusive Chip in September... Jensen Huang to Visit China Next Week

Nvidia to Launch China-Exclusive AI Chip in September
Modified Version of Blackwell RTX Pro 6000 Processor
Designed to Circumvent US Export Controls

Nvidia, which became the first company in history to surpass a market capitalization of $4 trillion, will launch an artificial intelligence (AI) chip exclusively for the Chinese market in September. While the Trump administration's export restrictions on cutting-edge AI chips remain in place, CEO Jensen Huang is scheduled to visit China next week to meet with senior officials, seeking a breakthrough amid ongoing US-China technology tensions.

On July 9 (local time), the UK’s Financial Times (FT), citing multiple sources, reported that Nvidia will release an AI chip designed specifically for the Chinese market in September. The China-exclusive chip is a variant of the existing Blackwell RTX Pro 6000 processor. Advanced features such as high-bandwidth memory (HBM) and NVLink (an interconnection technology that increases data transfer speeds) have reportedly been removed. The chip was designed with the intention of circumventing export restrictions after the Trump administration tightened regulations on AI chip exports. Nvidia customers in China are already testing samples of the chip and have reportedly shown interest.

Nvidia has requested prior assurances from the Trump administration to ensure that the new chip will not be banned immediately upon release for violating new export controls. Sources stated that the final specifications may be adjusted depending on the outcome of discussions with US authorities.

Chinese customers are reportedly considering purchasing Nvidia’s new chip because switching from Nvidia’s CUDA software ecosystem to other systems could significantly increase their operating costs. However, demand for this new product is expected to be lower than that for the previously released H20 chip.

FT reported, "AI companies in China are concerned about uncertainties caused by changes in US export control policies and are testing chips from domestic semiconductor firms in parallel to reduce their dependence on Nvidia." Major companies such as Alibaba, ByteDance, and Tencent are reportedly participating in this trend.

With the launch of the China-exclusive chip scheduled for September, CEO Huang will return to Beijing to defend Nvidia’s position in the Chinese market. According to sources, Huang is expected to attend the 3rd China International Supply Chain Expo in Beijing from July 16 to 20 and is seeking a meeting with Chinese Premier Li Qiang during the event. He is also coordinating a follow-up meeting with Vice Premier He Lifeng, whom he met during his visit to China in April, with only official approval from the Chinese government remaining.

FT reported, "CEO Huang is actively strengthening diplomatic communication with senior officials on both the Chinese and US sides, and Nvidia is adjusting its strategy to maintain its position in China, a key overseas market, amid ongoing geopolitical tensions."

China is Nvidia’s fourth-largest market, with sales in China reaching $17.1 billion in fiscal year 2025, accounting for 13% of the company’s total revenue. Previously, in April, Nvidia wrote off $5.5 billion in inventory due to US export restrictions on the H20 chip.

Meanwhile, Nvidia became the world’s first company to surpass a $4 trillion market capitalization on this day. Although Nvidia’s share price experienced a temporary correction earlier this year due to US government export controls, it has recently rebounded sharply as investor optimism about the growth of the global AI market and the potential improvement in US-China relations has increased. On the New York Stock Exchange, Nvidia’s share price closed up 1.80% on this day, with a year-to-date gain of more than 20%.