Nvidia Set to Resume H20 AI Chip Sales to China Following US Government Approval
Nvidia Set to Resume H20 AI Chip Sales to China Following US Government Approval
Nvidia Corp. is preparing to recommence sales of its H20 artificial intelligence accelerator chips to China, a significant development following assurances from Washington that export licenses for these shipments will be granted. This move marks a dramatic reversal of the US government’s earlier stance, which had blocked sales of the China-specific H20 variant since April.
The company confirmed the impending resumption in a recent blog post, indicating that US government officials have committed to green-lighting the necessary export licenses. This positive news immediately spurred market reactions, with Nasdaq futures surging and Hong Kong and Chinese stocks experiencing positive movements, including a 2.2% rise in the Hang Seng Tech Index.
Nvidia CEO Jensen Huang recently met with US President Donald Trump and is currently in Beijing, attending a major supply chain expo. Huang has expressed confidence to customers that new China licenses will be issued, allowing H20 deliveries to resume imminently. Alongside the H20, Nvidia also plans to introduce a new ‘RTX PRO’ chip for the Chinese market, designed to be ‘fully compliant’ and fall below thresholds requiring Washington’s explicit approval.
This policy shift represents a major victory for Huang, who has been openly critical of US chip curbs, previously labeling them a ‘failure’ that inadvertently aided competitors like Huawei Technologies Co. The H20, a less powerful version of Nvidia’s flagship AI accelerators, was specifically designed to navigate initial US restrictions, making its resumed availability a crucial step for both Nvidia and China’s AI development landscape.
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