Copyright Wccftech
NVIDIA's entry into China is stalled by Beijing's reluctance to adopt American AI technology, as the nation appears to prefer relying on its domestic alternatives. NVIDIA's B30A 'Blackwell' Chip Claimed to Feature Half the Actual Architectural Performance, Leading to Avoidance of China Well, the NVIDIA-China saga isn't ending anytime soon. While there were recent hopes for a breakthrough regarding the Blackwell chip, it appears that the deadlock originates from Beijing, rather than the Trump administration. According to CNBC Correspondent Kristina Partsinevelos, it is reported that President Trump has put the matter of NVIDIA and China between the two parties alone, and they are now to negotiate, with the USG acting as an 'arbitrator', which shows that the adoption is currently hindered by Beijing's stance towards relying on the likes of Huawei instead of NVIDIA. Well, for those unaware, China has been 'avoiding' NVIDIA for the past few months, and this all started with a regulatory investigation into the H20 AI chips. Fast forward to today, NVIDIA's market share in the region has dropped to zero, and more importantly, the company's proposed B30A Blackwell chip for China is apparently being rejected, which is no surprise at all. It is revealed that the chip features half the performance of mainstream Blackwell solutions, and given the domestic advancements made by Chinese AI giants, the nation feels confident in avoiding the American tech stack. Huawei has been making significant upgrades to its AI chip portfolio in recent times, introducing solutions that compete with NVIDIA's upcoming Rubin lineup. More importantly, the firm is shifting to an entirely internal tech stack, which includes integrating its self-built HBM. Other companies, such as Cambricon, Moore Threads, and BirenTech, are also investing heavily in the AI computing sector. This means that China is developing an ecosystem that it believes rivals American AI technology, which is one of the reasons behind the NVIDIA deadlock. The only scenario where we might see a breakthrough is if NVIDIA offers a more capable B30A configuration to China, but this would make it difficult to get approved by the Trump administration. Hence, it's safe to say that for the Chinese AI market, NVIDIA is stuck in a mudpit.
