Nvidia is building a new chip for the Chinese market that will be more powerful than the H20, using its most advanced chip architecture; Blackwell.

Nvidia is developing a new AI chip for China based on its latest Blackwell architecture that will be more powerful than the H20 model it is currently allowed to sell there, two people briefed on the matter said.

Facebook's $725M settlement payouts, a U.S. revenue-sharing deal with Nvidia and AMD, Intel stake talks, an AI chatbot-related death, and AMD's stance against Silicon Valley's talent war dominated this weekend's tech headlines.

In today’s CEO Daily: Diane Brady on Nvidia and AMD’s deals to give the U.S. government a 15% cut of their chip sales to China. The big story: China tariff deal pushed off.

Tight supply enables Nvidia to pass much of the 15% dent to customers, keeping margin erosion to a minimum while keeping China in its customer base. Nevertheless, the risks remain, especially if Beijing discourages approved chip purchases, undercutting demand.