Nvidia to restart shipping its H20 AI Chips to China, following the relaxation of American export restrictions
In a significant development for the global technology market, Nvidia, the world's largest publicly traded company on Wall Street, is set to resume the export and sales of its H20 artificial intelligence chips to China. This move comes following the easing of export restrictions that were imposed earlier this year.
The export plans for the H20 chips were disrupted due to the U.S. tightening licensing rules in April under restrictions on advanced semiconductor shipments to China. However, Nvidia CEO Jensen Huang announced that the U.S. government has assured the company that licenses for the H20 chip sales to China will be granted, and Nvidia hopes to start deliveries again soon.
In preparation for this, Nvidia has started filing license applications to resume sales of its H20 artificial intelligence chips to China. The company has also established an "approved list" system to manage Chinese buyers for product compliance, although the specific details about these customers remain undisclosed. Nvidia has introduced a new GPU (RTX PRO) designed to be fully compliant with export rules for China.
Despite mounting restrictions and increasing competition from domestic firms like Huawei, China remains a key market for Nvidia. In the fiscal year ending January 2026, the Chinese market contributed $17 billion in sales to Nvidia, which is equivalent to 13% of the company's global revenue.
Nvidia's CEO, Jensen Huang, is expected to appear at the opening of the third China International Supply Chain Expo in Beijing on July 16. This will mark Huang's third visit to China in 2025. The expo, organized by the China Council for the Promotion of International Trade, brings together international stakeholders in manufacturing and technology supply chains.
The resumption of H20 chip exports to China is expected to have a significant impact on the global technology market. Major Chinese companies like ByteDance and Tencent have reportedly shown interest in the H20 chips, although ByteDance has denied any current applications.
The tariff standoff between the U.S. and China disrupted the initial export plans for the H20 AI chips to China. However, with the U.S. government's decision to ease export restrictions, Nvidia is poised to reopen this critical technology market, reflecting a cautious reopening of U.S.-China trade relations.
[1] Source: CNBC, Reuters [2] Source: Nvidia Corporation, Xinhua News Agency
- The Chinese market, which contributed $17 billion to Nvidia's global revenue in the last fiscal year, is a key market for the company despite mounting restrictions and competition from domestic firms like Huawei.
- Nvidia, the world's largest publicly traded company on Wall Street, is planning to resume the export and sales of its H20 artificial intelligence chips to China following the easing of export restrictions by the U.S. government.
- In preparation for the resumption of H20 chip exports to China, Nvidia has introduced a new GPU (RTX PRO) designed to be fully compliant with export rules for China and has established an "approved list" system to manage Chinese buyers for product compliance.
