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US Crackdown Sparks Nvidia to Launch New AI Chips for China: Stock Set to Surge?

US Crackdown Sparks Nvidia to Launch New AI Chips for China: Stock Set to Surge?

Published:
2025-05-26 14:25:01
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Nvidia’s strategic pivot to China intensifies with the launch of its Blackwell AI chips, priced aggressively at $6,500-$8,000—undercutting the discontinued H20 model by 30-40%. Production scaling by June signals a direct response to US export restrictions imposed in April 2025.

The stripped-down GDDR7 memory configuration circumvents advanced semiconductor bans while maintaining competitive performance. This move comes as Huawei’s ascendancy in China’s AI hardware market forces Nvidia to recalibrate both pricing and technology deployment.

|Square

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