Latest news with #B30A
Business Insider
11 hours ago
- Business
- Business Insider
Nvidia (NVDA) Unveils Cloud Gaming Boost and China-Only Chip
Nvidia (NVDA), the GPU manufacturing giant, is rolling out what it calls the largest upgrade to its GeForce Now cloud gaming service. Starting in September 2025, Ultimate tier users will gain access to the new RTX 5080-powered servers. These machines promise 62 teraflops of compute strength and a 48 gigabyte frame buffer, while also using AMD (AMD) Ryzen Zen 5 CPUs with double the memory found in the current setup. As a result, users can stream games in up to 5K at 120 frames per second, and competitive players can reach 360 frames per second at 1080p with latency as low as 30 milliseconds. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. In addition, Nvidia is adding a Cinematic Quality Streaming mode with sharper colors, HDR10 support, and AI-based filters. This will stream at up to 100 megabits per second using the AV1 codec. The company is also doubling its library to more than 4,500 games through an Install to Play feature that stores titles in the cloud. Premium and Ultimate members will get 100 gigabytes of free single-session storage, while larger options up to 1 terabyte will be offered at monthly prices starting at $2.99. New Chip Built for China At the same time, Nvidia is working on new chips designed for China under tight trade rules. According to reports, the company is preparing a chip called B30A that is based on its Blackwell design and offers about half the computing strength of its flagship B300 model. Samples may ship to Chinese firms as soon as next month, but approval from U.S. regulators remains uncertain. Nvidia is also expected to deliver a lower-cost RTX6000D chip in September that falls just below U.S. export limits for memory speed. Therefore, investors now see a mix of opportunity and risk. The cloud gaming push could expand a stable subscription stream, while trade rules leave open questions in the important Chinese market, which accounted for about 13% of revenue last year. Is Nvidia Stock a Buy, Sell, or Hold? On the Street, Nvidia continues to boast a Strong Buy consensus, based on 38 analysts' ratings and 35 buys. The average NVDA stock price target is $192.62, implying a 5.83% upside from the current price.
Express Tribune
19 hours ago
- Automotive
- Express Tribune
Nvidia working on new AI chip for China that outperforms the H20, sources say
Nvidia is developing a new artificial intelligence chip for China based on its latest Blackwell architecture that will be more powerful than the H20 model it is currently allowed to sell there, two people briefed on the matter said. US President Donald Trump last week opened the door to the possibility of more advanced Nvidia chips being sold in China. But the sources noted U.S. regulatory approval is far from guaranteed amid deep-seated fears in Washington about giving China too much access to U.S. AI technology. The new chip, tentatively known as the B30A, will use a single-die design likely to deliver half the raw computing power of the more sophisticated dual-die configuration in Nvidia's flagship B300 accelerator card, the sources said. A single-die design has all the main parts of an integrated circuit on one continuous piece of silicon rather than split across multiple dies. The new chip would have high-bandwidth memory and Nvidia's NVLink technology for fast data transmission between processors, features that are also in the H20, a chip based on the company's older Hopper architecture. The new chip's specifications are not completely finalised but Nvidia hopes to deliver samples to Chinese clients for testing as early as next month, said the sources who were not authorised to speak to media and declined to be identified. "We evaluate a variety of products for our roadmap, so that we can be prepared to compete to the extent that governments allow," Nvidia said in a statement. "Everything we offer is with the full approval of the applicable authorities and designed solely for beneficial commercial use." "Of course (CEO Jensen Huang) would like to sell a new chip to China," US Commerce Secretary Howard Lutnick said when asked about the Reuters story in a CNBC interview, repeatedly praising Huang. "I'm sure he's pitching the president all the time." "I've listened to him pitch the president, and the president listens to our great technology companies, and he'll decide how he wants to play it. But the fact Jensen is pitching a new chip shouldn't surprise anybody." The US Department of Commerce did not respond to a request for comment.
Yahoo
21 hours ago
- Business
- Yahoo
Nvidia Considering 'Variety of Products' as New China AI Chip Details Emerge
Nvidia (NVDA) said it's considering a "variety of products" for its roadmap as more details emerge about a new AI chip for the Chinese market. This follows recent signs of inroads in winning approvals from the Trump administration to expand sales to the country. Nvidia could look to deliver samples of the new chip to Chinese clients for testing as early as next month, Reuters reported Tuesday. The new chip, tentatively known as the B30A, is based on Nvidia's Blackwell architecture and more advanced than the H20 chip the company recently won approval to resume selling in China after striking a deal with President Trump to pay the U.S. government 15% of its China chip revenue. A Nvidia spokesperson told Investopedia Tuesday that the company wants to be "prepared to compete to the extent that governments allow," adding "everything we offer is with the full approval of the applicable authorities and designed solely for beneficial commercial use." Shares of Nvidia fell nearly 3% in recent trading. Still, they've added nearly a third of their value this year, after their recent rally amid optimism about the company's sales in China and strong demand for AI hardware. Wall Street Analysts See 'Slippery Slope' in Recent Licensing Deal While many on Wall Street saw the recent 15% revenue-sharing agreements for Nvidia and Advanced Micro Devices (AMD) as a positive development for the companies—which took a hit on export curbs earlier in the year—some have raised concerns about what they could mean for American tech companies navigating rapidly changing China trade policies. "It feels like a slippery slope to us," Bernstein analysts wrote last week of the deals, which could open the door to others and pointed to a lack of clarity on whether and how much companies could be pushed to pay to sell such products in China. "Sure it might raise some money, but doesn't seem to address any strategic issues beyond a grab for dollars," the analysts said. Last week, Trump suggested he could be open to expanding Nvidia's licenses to cover more powerful chips, after further negotiations. Nvidia CEO Jensen Huang could be asked for more details on the company's plans when the chipmaker reports its latest quarterly financial results after the bell Aug. 27. Read the original article on Investopedia
New York Post
21 hours ago
- Automotive
- New York Post
Nvidia developing more powerful AI chip to sell in China: report
Nvidia is developing an AI chip for China that is more powerful than the H20 model it is currently allowed to sell in the region, according to a report. The new chip, tentatively named the B30A, is a less advanced version of its Blackwell B300 design, which is blocked from sale in China by export restrictions, two sources familiar with the company's plans told Reuters. It's likely to deliver about half of the raw computing power of the B300 – after President Trump signaled he'd be open to allowing a new chip into China that's '30 to 50% off' in terms of power, adding that the H20 has grown 'obsolete.' Advertisement 3 Nvidia CEO Jensen Huang speaks about new products as he delivers the keynote address at an AI conference in March. AFP via Getty Images Commerce Secretary Howard Lutnick on Tuesday said he wouldn't be surprised if CEO Jensen Huang wants to sell a new chip to China. 'I'm sure he's pitching the president all the time,' Lutnick told CNBC's 'Squawk on the Street.' 'I've listened to him pitch the president, and the president listens to our great technology companies, and he'll decide how he wants to play it.' Advertisement Nvidia is aiming to send samples of the new chip to Chinese clients for testing as early as next month, the sources told Reuters. 'We evaluate a variety of products for our roadmap, so that we can be prepared to compete to the extent that governments allow,' an Nvidia spokesperson told The Post in a statement. 'Everything we offer is with the full approval of the applicable authorities and designed solely for beneficial commercial use.' Advertisement 3 Nvidia is aiming to send samples of a new chip to Chinese clients as early as next month, according to a report. REUTERS Trump recently announced an unprecedented deal for Nvidia and AMD to give the US government 15% of revenue from their sales in China – in exchange for permission to recommence sales of the H20 and AMD's MI308. Nvidia built the H20 model specifically to bypass Biden-era export controls, but the company was ordered to halt sales in April. Trump said last week that he asked for a 20% cut of Nvidia's China sales, but that Huang negotiated it down to 15%. Advertisement Keep up with today's most important news Stay up on the very latest with Evening Update. Thanks for signing up! Enter your email address Please provide a valid email address. By clicking above you agree to the Terms of Use and Privacy Policy. Never miss a story. Check out more newsletters It's unknown whether Nvidia would receive regulatory approval for the sale of these chips, as there are still strong national security concerns around handing China a lead in the AI race. And there's growing distrust of Nvidia in China as state media claim their chips pose security risks, though Nvidia has maintained this is false. 3 Nvidia CEO Jensen Huang at an AI summit in July. AFP via Getty Images But Nvidia doesn't want to lose its share of the Chinese market to domestic rivals like Huawei. About 13% of Nvidia's revenue in the past financial year came from China.
Yahoo
21 hours ago
- Business
- Yahoo
Nvidia to Sell B30A to China: More Capable Than H20, But Half the Power of B300
Nvidia is developing a new cut-down version of its Blackwell Ultra B300 flagship AI platform for sale in the Chinese market, according to Reuters' sources. Although the B30A will be far faster than existing H20 platforms that are sold to China, it will still be around half the performance of the B300. The sale of AI training and inference hardware from the US to China has been a major point of contention in the ongoing trade tariff war between the two nations and an example of the global drive towards semiconductor and AI self-sufficiency. However, news recently broke that Trump had approved the sale of more advanced hardware, but with an additional 15% tax on the profits companies like Nvidia and AMD made doing so. The new Nvidia CPU would come under that tax, though it would likely be incredibly profitable anyway. Although China is looking to source more of its data center hardware from domestic sources, there's still no beating Nvidia's top chips for raw compute power. The B30A, although a far cry from what American data centers could run with the B300, would still be a considerable upgrade over what is currently available and many generations ahead of any Chinese-developed counterparts. Nvidia's Blackwell GPUs are the most advanced in the world for AI training. Credit: Nvidia The B30A will reportedly use a single-die design rather than the dual-chip layout of the B300, thereby cutting performance in half at least. The final specifications for the B30A have yet to be finalized, so Nvidia may make additional tweaks to improve or curtail performance using clock speeds or adjusting available core counts, depending on the business and political environment at the time of their release. That is a consideration that all major chip developers, and particularly chip exporters, need to consider under the current US administration. With tariffs changing at arbitrary times to arbitrary rates, as well as the potential for entire export blocks and additional taxes, it's a turbulent time to be selling high-end silicon. However, the demand is enormous, so even with these concerns, Nvidia, AMD, Intel, and other companies are all well placed to make incredible profits in the years to come.
