At the center of the storm: escalating export restrictions and a newly reported chip design - the B30A - intended to meet U.S. government standards while still serving the Chinese market. CEO Jensen Huang confirmed ongoing “dialogue” with Washington about allowing sales of this updated chip to China.

Nvidia CEO Jensen Huang stated that AI will progress regardless of US support, referencing the Trump administration's approval for Nvidia to sell a key AI chip to China.

Nvidia was blindsided earlier this year when the US government enacted tougher restrictions on selling artificial intelligence chips to China. The restriction prevented Nvidia from selling its H20 chip within the Middle Kingdom,

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Chinese artificial intelligence startup DeepSeek has hinted that China will soon have homegrown "next generation" chips to support its AI development.

Samsung reportedly offered NVIDIA its 12-layer HBM3E memory at 20-30% cheaper than SK hynix for use on its made-for-China H20 AI GPU.

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This is after the US announced that it would allow the sale of more advanced technology to China, so long as the US gets a 15% cut of the proceeds.