Nvidia's $32.93 Billion Trading Volume Surpasses All in 2025 as Stock Dips 3.5% Amid China Strategy Uncertainties and New B30A Chip Plans

Nvidia’s stock closed 3.50% lower on August 19, 2025, with a trading volume of $32.93 billion, marking a 37.19% surge from the previous day and ranking as the most actively traded equity. The decline came amid ongoing regulatory and geopolitical uncertainties surrounding its China market strategy. The company confirmed it is evaluating new AI chip designs for the Chinese market, including a product codenamed B30A, which would be more advanced than the currently approved H20 GPU but less powerful than its flagship Blackwell architecture. Reuters reported the chip is expected to feature single-die design and maintain compatibility with NVLink and high-bandwidth memory, though final regulatory approvals remain uncertain.

Recent developments include a revised agreement with the U.S. government, under which Nvidia agreed to a 15% revenue share on China chip sales to resume operations in the region. This follows earlier export restrictions imposed under the Biden administration in 2023. President Trump has indicated openness to expanding licenses for more advanced chips, though he emphasized potential performance reductions. Nvidia CEO Jensen Huang’s negotiations reportedly secured a lower revenue share than initially requested by the administration. Despite these efforts, market participants remain cautious, with analysts highlighting the “slippery slope” risks of inconsistent regulatory frameworks and potential precedents for other firms.

The B30A project aligns with Nvidia’s broader strategy to retain China as a key growth market amid intensifying competition with domestic rivals. The company emphasized that all product offerings comply with government approvals and are designed for “beneficial commercial use.” However, shares have faced pressure as broader tech sector volatility persists, with investors weighing the balance between market access and geopolitical constraints. The stock remains up nearly 30% year-to-date, reflecting sustained demand for AI hardware despite near-term headwinds.

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