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The agreement between the chipmakers and the U.S. government will allow Nvidia and AMD to obtain export licenses to resume sales to China.

The Chinese impact on Nvidia is significant. KeyBanc raised its Q2 revenue estimate to $47.1 billion from $45.1 billion, above Wall Street’s consensus of $45.7 billion. It raised earnings per share to $1.05 from $0.99, slightly above consensus of $1.00.

Nvidia ( NVDA, Financials) is developing a new China-specific AI chip, tentatively called the B30A, that would outperform its current H20 model but remain below the capabilities of its flagship accelerators, Reuters reported Tuesday.

Nvidia is developing a new Blackwell-based AI chip for China, expected to outperform the H20 amid export curbs, security concerns, and intensifying U.S.-China tech tensions.

NVIDIA is reportedly cooking up a new Blackwell B30A chip for China: will replace Hopper H20, but has half the performance of the Blackwell Ultra B300.

Sam Altman has cautioned against the use of export controls and has warned that China can probably build inference capacity faster than the U.S..

Nvidia is developing a China-specific AI accelerator, tentatively called the B30A, that Reuters reported would sit between the H20, currently permitted for sale in China, and the flagship B300 in capa