Nvidia plans to release a compliance-friendly, stripped-down version of its AI chip. Built on the Blackwell architecture, this chip is anticipated to commence mass production in June, priced competitively between $6,500 and $8,000—a marked decrease from the restricted H20 model. Notably, the new chip forgoes high-bandwidth memory and TSMC's advanced packaging technology. Furthermore, Nvidia is in the process of developing another Blackwell chip, targeted for production in September. These strategic moves are designed to navigate the U.S. export restrictions on AI chips to China.
