NVIDIA Surges to $30.5B Trading Volume as B30A Chip Strategy Navigates U.S.-China Regulatory Crossroads

Nvidia (NVDA) surged 1.72% on August 22, 2025, with a trading volume of $30.55 billion, ranking second in market activity. The stock’s performance followed renewed regulatory discussions between the company and the U.S. government regarding potential exports to China. CEO Jensen Huang confirmed ongoing dialogue with Washington about a next-generation chip for the Asian market, tentatively labeled the B30A, which would succeed the H20 currently authorized for sale under a 15% export tax. The proposed chip, based on Blackwell architecture, would be less powerful than Nvidia’s flagship B200 but represents a strategic effort to maintain market access amid geopolitical tensions.

Despite recent approval to resume H20 shipments to China, the company faces persistent regulatory hurdles. Chinese authorities have raised concerns about alleged security vulnerabilities in Nvidia’s chips, including claims of “backdoors” or remote control mechanisms, which the company has denied. Huang emphasized collaboration with Beijing to address these issues, noting that H20 does not contain “security backdoors” and that the company has provided documentation to counter allegations. Meanwhile, U.S. officials, including Commerce Secretary Howard Lutnick, have drawn criticism in China for remarks suggesting the U.S. intentionally limits chip exports to prevent Chinese rivals from advancing.

The B30A initiative underscores Nvidia’s balancing act between compliance and commercial interests. While the Trump administration has shown openness to authorizing new chip sales to China, final approval remains contingent on U.S. national security assessments. This follows a July policy shift allowing H20 exports after a temporary ban in April. China accounted for $17.1 billion in Nvidia’s FY2024 revenue, highlighting the market’s significance despite regulatory friction. The company’s Q3 earnings report, scheduled for release after market close, will further clarify its ability to navigate these challenges.

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