Nvidia Plans to Increase H20 Chip Supply and Bring Advanced Chips to China

Nvidia plans to increase supply of H20 chips in China and bring more advanced semiconductors to the country, according to CEO Jensen Huang. The H20 was previously banned in China, but Nvidia is now working to meet demand and expand its presence in the market.

Nvidia Corp. has filed applications with the U.S. government to resume sales of its previously restricted H20 GPU to clients in China [1]. The company expects to start deliveries soon, following assurances from the U.S. government that licenses will be granted. This move comes after Nvidia's CEO, Jensen Huang, met with U.S. President Donald Trump and discussed the company's operations in China.

The H20 GPU was previously banned by the Trump administration in April due to national security concerns. However, Nvidia's decision to resume sales is a significant development that could boost its revenue and market share in China. The company has also introduced a new model, the RTX Pro GPU, tailored to meet regulatory rules in the Chinese market [2].

Meanwhile, Advanced Micro Devices Inc. (AMD) has also secured export licenses for its GPU shipments to China. The U.S. government has assured AMD that licenses will be granted, allowing the company to restart sales of its MI308 chips to China [3]. This development is part of a broader thawing of relations between Washington and Beijing, guided by an opaque trade truce that has seen both sides approve exports of crucial technologies.

Nvidia CEO Jensen Huang will attend the opening ceremony of China's international supply chain expo on Wednesday, according to state media [2]. The California-based firm produces some of the world's most advanced semiconductors but has been unable to sell certain artificial-intelligence chips to China because Washington has tightened export restrictions on the critical technology. Huang's attendance at the expo underscores Nvidia's commitment to expanding its presence in the Chinese market.

These developments underscore the ongoing shift in U.S. export policies and the broader geopolitical dynamics shaping the global semiconductor industry. As China's economy wavers, with domestic consumers reluctant to spend and a prolonged property sector crisis weighing on growth, President Xi Jinping has called for China to become more self-reliant. Nvidia's efforts to resume H20 GPU shipments and expand its presence in the Chinese market are part of a broader strategy to capitalize on the growing demand for advanced semiconductors in the region.

References:
[1] https://www.cnbc.com/2025/07/15/nvidia-says-us-government-will-allow-it-to-resume-h20-ai-chip-sales-to-china.html
[2] https://www.bssnews.net/news/292306
[3] https://finance.yahoo.com/news/nvidia-resume-h20-ai-chip-064336947.html