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Nvidia's China Re-Entry: A Possible Last Hurrah for H20 AI Chips
ByAinvest
Saturday, Jul 19, 2025 9:31 am ET1min read
Nvidia is reportedly set to release its H20 AI chips in China after receiving approval. This could be a major milestone for the company, but it's unclear what Jensen Huang has planned for his next big surprise when Nvidia reports its Q2 earnings.
Nvidia, the leading provider of AI-centric chips, has announced that it has received approval to sell its H20 AI chips in China. This development comes after a meeting between the company's CEO, Jensen Huang, and U.S. President Donald Trump, and it signals a significant shift in the geopolitical landscape of AI technology [1][2].The H20 chip, an advanced AI processor designed specifically to comply with U.S. export restrictions, has been a top seller in China since its initial rollout in 2024. The decision to resume sales of the H20 chip is seen by many analysts as an act of goodwill in the ongoing trade talks between the U.S. and China [1][2].
Nvidia's growth has been hindered by concerns about competition, tariffs, and trade restrictions with China. However, several catalysts could drive growth in the second half of 2025, including the momentum of sovereign AI, sales of next-generation Blackwell chips, and increased sales to China. The company's next-generation Blackwell chips, including the GB200, B100, and B200 versions, are now shipping and are expected to have a substantial impact on Nvidia's financial results over the coming year [3].
As Nvidia reports its Q2 earnings, investors and financial professionals will be closely watching for any indications of what Jensen Huang has planned for the future. The approval to sell H20 AI chips in China could be a major milestone for the company, but it remains to be seen how this development will affect Nvidia's stock and overall growth trajectory.
References:
[1] https://apnews.com/article/nvidia-china-ai-chips-h20-trump-91588c36559bc881b8e010a9ed95cf0a
[2] https://www.tahawultech.com/home-slide/nvidia-allowed-to-sell-h20-ai-chips-to-china-following-trump-meeting/
[3] https://www.ainvest.com/news/nvidia-growth-catalysts-sovereign-ai-blackwell-chips-chinese-sales-2507/
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