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NVIDIA is set to debut a new computing card, the “B30,” specifically designed for the Chinese market. According to reports, this card is based on the Blackwell architecture and is expected to be priced between $6,500 and $8,000, significantly lower than the existing H20 models, which retail between $10,000 and $12,000.
Performance-wise, the B30 offers about 75% of the H20’s capabilities. Despite this compromise in performance, the demand for the new card has been overwhelming. Just in late June, NVIDIA reportedly received orders for hundreds of thousands of units, totaling around $1 billion, with deliveries anticipated to commence in August.
Industry sources indicate that NVIDIA aims to ship several million B30 cards by the end of the year. Production has been constrained partly due to the switch from HBM to GDDR7 memory and other technical adjustments needed to comply with export regulations.
Even with the reduced performance, demand in the Chinese market remains robust, as many are searching for cost-effective inference solutions. Model training has already been accomplished using previous AI chips, such as the H100 computing card. The B30 is also suitable for smaller models, providing low-cost computing options for China’s vast user base.
Additionally, rack-level solutions built around the B30 may offer even higher performance and cost efficiency, boasting a 30% increase in energy efficiency compared to the H20 and a 40% reduction in procurement costs. While specific details about the B30 are still under wraps, it is clear that NVIDIA is strategically targeting the expansive AI market in China with this tailored design.
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