NVIDIA's next AI GPU for China will be Blackwell, says H20 can't be modified anymore

NVIDIA founder and CEO Jensen Huang is here on the ground in Taipei for Computex 2025, where he met with the biggest business partners in Taiwan ahead of the show where he's provided some updates on its new China-exclusive AI GPUs.

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Huang said that NVIDIA's next AI GPU after its H20 chip won't be Hopper, saying: "it's not Hopper because it's not possible to modify Hopper anymore". We've previously heard rumors that the new H30 (and now possibly B30) was dropping HBM (High Bandwidth Memory) for consumer-class GDDR memory (probably GDDR7).

Jensen provided the update during a livestream posted by Taiwan's Formosa TV News network, so it looks like NVIDIA will be jumping from the Hopper AI GPU architecture to Blackwell for China. We've seen NVIDIA's new RTX PRO 6000 Blackwell workstation GPUs packing a huge 96GB of GDDR7 memory, so the rumors of its new China-destined AI GPUs shifting to GDDR memory is now making more and more sense.

GDDR7 isn't as fast as HBM3 or HBM3E -- and anywhere close to HBM4 with its upcoming Rubin AI GPUs -- but it's good enough to skirt under the continuously changing US export restrictions. Whatever NVIDIA releases in terms of a new AI GPU rocking GDDR7 memory should beat out Huawei's new Ascend AI chips, but Jensen has said himself to not count out Huawei as the Chinese firm is a "formidable" company.