Nvidia (NVDA) CEO Jensen Huang said on Friday that the company is in talks with the Trump administration about a possible new chip for China, but any sales will need U.S. approval. Speaking during a visit to Taiwan, Huang confirmed that Nvidia has proposed a semiconductor known as the B30A, aimed at powering artificial intelligence data centers in China.
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U.S. Approval Still Needed
“The decision is not ours to make,” Huang said, adding that talks with U.S. officials are still in the early stages. The B30A would follow Nvidia’s H20 chip, which only recently regained approval for sales in China after a months-long suspension. Those sales now carry a 15% U.S. tax, a rule that also applies to rival Advanced Micro Devices (AMD) and its MI380 processors.
The B30A is built on Nvidia’s Blackwell technology but is designed to run at about half the speed of its top B300 chips. This makes it less advanced than the company’s most powerful semiconductors, which remain off-limits for China due to U.S. national security rules.
Beijing Pushes Back
China’s Cyberspace Administration has raised concerns that Nvidia chips may pose “serious security issues,” including the risk of tracking or remote shutdown. Huang dismissed those claims, saying the H20 has no “backdoors” and that Nvidia is working with Beijing to ease concerns.
The outcome of the talks will decide if Nvidia can move ahead with the B30A in China. For now, the company is caught between U.S. rules, China’s pushback, and rising demand for AI chips.
Is NVDA a Good Stock to Buy?
Turning to Wall Street, analysts have a Strong Buy consensus rating on NVDA stock based on 35 Buys, three Holds, and one Sell assigned in the past three months, as indicated by the graphic below. Furthermore, the average NVDA price target of $197.89 per share implies 13.09% upside potential.
