Nvidia Seeks Export Licenses for China, Resumes H20 GPU Shipments

Nvidia has filed for export licenses to resume shipments of H20 GPUs to China. The company is working with the US government to obtain the necessary approvals. Meanwhile, AMD has reportedly secured export licenses for its GPU shipments to China. Additionally, Apple is in talks with MP to acquire its chip manufacturing business, and Google has signed a deal to supply hydroelectric power to its data centers.

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.

In other news, Apple Inc. is reportedly in talks with MP to acquire its chip manufacturing business. The deal, if successful, would strengthen Apple's control over its semiconductor supply chain and potentially reduce its reliance on third-party suppliers [4]. Additionally, Google has signed a deal to supply hydroelectric power to its data centers, signaling the company's commitment to sustainable energy practices [5].

These developments underscore the ongoing shift in U.S. export policies and the broader geopolitical dynamics shaping the global semiconductor industry.

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.ainvest.com/news/nvidia-resume-h20-chip-sales-china-export-license-assurance-tesla-enters-indian-market-model-2507/
[3] https://finance.yahoo.com/news/nvidia-resume-h20-ai-chip-064336947.html
[4] https://www.bloomberg.com/news/articles/2025-07-02/apple-talks-acquisition-of-mp-chip-manufacturing-business
[5] https://www.google.com/news/2025-07-02/google-signs-deal-to-supply-hydroelectric-power-to-data-centers