The U.S. government announced on Thursday, November 6 2025 that it would prohibit Nvidia from selling its B30A AI chip to Chinese customers. The B30A, a scaled‑down version of Nvidia’s Blackwell architecture, is marketed as a lower‑cost alternative to the H100 and H200 GPUs and is capable of training large language models when deployed in clusters.
Nvidia has confirmed that it currently holds zero share in China’s highly competitive data‑center compute market and has excluded that market from its revenue guidance. The ban therefore limits Nvidia’s ability to capture future growth in the world’s largest AI market, even though the company’s recent earnings show that China has not yet been a significant contributor to its top line.
In the third quarter of fiscal 2025, Nvidia reported revenue of $35.1 billion, up 94 % year‑over‑year, and a non‑GAAP earnings per share of $0.81. The data‑center segment, which drives the majority of Nvidia’s growth, accounted for roughly 70 % of total revenue. The company’s guidance for the remainder of the fiscal year remains unchanged, reflecting confidence in continued demand for AI infrastructure.
Nvidia is working on redesigning the B30A to meet U.S. export requirements, a move that signals the company’s intent to maintain a presence in China with a more export‑compliant product line. The redesign effort also illustrates the broader challenge Nvidia faces in balancing aggressive product development with tightening U.S. export controls.
The decision underscores the escalating U.S.–China technology rivalry. By restricting the sale of even scaled‑down AI chips, the U.S. aims to limit China’s access to high‑performance hardware that could accelerate its AI capabilities. For Nvidia, the ban represents a headwind that could constrain future revenue growth, but the company’s current financial strength and diversified customer base provide a buffer against immediate impact.
Nvidia spokespersons have reiterated that the company’s revenue forecast does not include China, and CEO Jensen Huang has warned that China could eventually surpass the United States in AI. The company’s focus remains on delivering high‑margin AI solutions to its global customer base while navigating the evolving regulatory landscape.
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