NVIDIA’s Upcoming “B40” AI Chip for China Market: Projected Shipments Nearing One Million Units This Year

Recent reports have highlighted NVIDIA’s plans to introduce its new customized Blackwell chips specifically tailored for the Chinese AI market. This move comes as part of Team Green’s strategy to expand its footprint in domestic markets amid shifting geopolitical dynamics.

The Blackwell Chip: A Potential Game Changer for China’s AI Landscape

Following the recent export restrictions placed on the H20 chips by the United States, NVIDIA seems keen to pivot towards the Chinese market. CEO Jensen Huang previously indicated that a new stripped-down version of the Hopper chip was not forthcoming, suggesting that the next in line would indeed be the Blackwell architecture. According to insights shared by @Jukanlosreve, based on local Chinese sources, NVIDIA’s forthcoming AI chip is expected to employ advanced GDDR7 memory technology, with projections indicating up to one million units could be shipped by the end of 2025. This robust forecast underscores strong demand in this region.

Local rumor in China: The new special edition Blackwell GPU is expected to enter mass production in early July and may be named 6000D or B40.

• It is expected to use GDDR7 memory with a bandwidth of around 1.7TB/s.

• NVLink speed is estimated to be 550GB/s per direction.

•…

— Jukanlosreve (@Jukanlosreve) May 21, 2025

NVIDIA’s upcoming chips will wholly abandon HBM in favor of GDDR7 to navigate US restrictions. Notably, the memory bandwidth for this new series is forecasted to be approximately 1.7TB/s, which aligns with specifications seen in the RTX 5090 GPU series. By maximizing CUDA capabilities, NVIDIA aims to bolster its performance per watt, thereby maintaining its competitive edge in the Chinese AI market.

NVIDIA Blackwell GPUs Cost Around $30K-$40K, $10 Billion Development Cost For The Fastest AI Chip On The Planet 1

Despite the distinctions between its offerings and local competitors, NVIDIA’s new “China-specific”Blackwell chip is anticipated to outperform Huawei’s current solutions, benefitting from NVIDIA’s advanced architectural framework and comprehensive software ecosystem. However, the growing clouds of uncertainty surrounding the use of NVIDIA products have compelled many Chinese firms to consider in-house alternatives like Huawei’s Ascend chips, which are gradually gaining traction in the marketplace. The coming months will reveal how NVIDIA plans to address this competitive challenge.

NVIDIA is rapidly advancing its strategies for China, with expectations for new product releases as early as July. This could mark a significant shift in the company’s operations in the region, underscoring Jensen Huang’s criticisms of the prevailing US policy towards China’s AI ambitions. Team Green appears determined not to overlook this lucrative market.

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