NVIDIA's new B30 AI GPU planned to ship in Q4: 10-20% slower than H20, but 30-40% cheaper

NVIDIA's upcoming B30 AI GPU will begin shipping in Q4 of this year, with performance expected to be around 10-20% slower than the H20, while being 30-40% cheaper.

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In new reports from Taiwanese outlet Ctee, we're hearing that thanks to the US government allowing NVIDIA to resume exporting its H20 AI GPUs into China, the market expects to see shipments in the last 6 months of the year hitting 400,000 units, with the server cooling supply chain to benefit from this.

NVIDIA originally launched the downgraded H20 AI GPU in response to previous US export restrictions, but with those loosening on the tail end of 2024, it saw NVIDIA experience $4.5 billion in lost revenue from China earlier this year.

The market expects that H20 being re-exported to mainland China will eat through most of the existing inventory, with industry insiders pointing out that the total inventory of H20 chips in Taiwan's semiconductor supply chain still has 1 million at the ready, with around 700,000 of NVIDIA's H20 AI GPUs in inventory ready to go.

Now that NVIDIA can continue shipping H20 AI GPUs into mainland China after the US government eases its export restrictions, it's expected that the new B30 inventory is estimated to reach 1.2 million units, injecting far more growth into the cooling industry operations in 2025.

NVIDIA has its H20 AI GPU resume exports to China, and the introduction of the new B30 AI GPU, the cooling supply chain operations are "expected to grow" reports Ctee, adding that this will continue to benefit the stable growth of the global server market demand. Market demand for AI chips and AI servers has exploded over the last couple of years, seeing NVIDIA's success leap to an over $4 trillion market cap, and domination of the AI chip market.