Nvidia Develops Blackwell AI Chip for China with 5 Trillion Parameters as Intel Rises, AI Diffusion Rule Revoked

Nvidia is advancing its AI hardware capabilities with a new intelligent chip and a full-stack AI platform designed to support open-source models with up to 5 trillion parameters. The company is also developing a China-specific version of its latest Blackwell architecture to compete in the Chinese market, where local competitor Huawei remains strong. Despite U.S. efforts to restrict technology transfers, China continues to access Nvidia's AI hardware.

Industry analysts have criticized U.S. policies for effectively ceding the AI market in China to Huawei by limiting Nvidia's ability to compete there. Nvidia CEO Jensen Huang has expressed confidence in allowing the U.S. to lead freely in the AI race. Meanwhile, Intel is positioning itself as a serious competitor to Nvidia with its own in-house AI chips and full-stack platforms, signaling intensified competition in the AI chip sector. Nvidia welcomed the U.S. administration's recent revocation of the AI Diffusion Rule, viewing it as an opportunity to lead the next industrial revolution, create high-paying American jobs, and build a new U.S.-supplied AI ecosystem.