nvidia's h20 ai chip gets green light for china sales after us approval

2025-07-15 nvidia

Washington, Tuesday, 15 July 2025.
nvidia can resume selling its h20 ai chip to china, ceo jensen huang announced. this reverses a prior restriction. the u.s. government has granted export licenses. the h20 is crucial for ai applications. this is expected to boost nvidia’s revenue in china. huang has visited china three times this year. he also revealed a new rtx pro gpu. it is designed for digital twin technology. nvidia had to design the h20 specifically for the chinese market to comply with export restrictions. the chip’s ban caused nvidia’s market share in china to drop by nearly half.

market reaction and analysis

News of the h20 chip sales resumption positively impacted nvidia’s stock [5]. Shares rose over 4% following the announcement [5]. Advanced micro devices (amd) also saw gains, with shares increasing by over 5% [5]. Ray Wang, a research director at Futurum Group, believes this move will allow nvidia to strengthen its market leadership in china [3]. He anticipates that resuming h20 shipments, along with new compliant ai chips, will drive growth in the coming quarters [3].

competitive landscape and strategic implications

The u.s. government’s assurance of granting licenses marks a shift from previous restrictions [4]. These earlier restrictions were tightened in april, blocking h20 sales to china without a permit [4]. Louise Loo, lead economist for china at Oxford Economics, suggests that this reversal provides chinese manufacturers with more time [3]. This allows them to await advancements in domestic technology [3]. Nvidia’s ceo, jensen huang, met with former u.s. president donald trump before his china visit [1]. This meeting occurred the week of july 7, 2025 [1][3].

nvidia’s rtx pro gpu and market strategy

Nvidia is set to launch a new RTX PRO GPU that fully complies with regulations [2]. This gpu is designed for digital twin ai applications in smart factories and logistics [2]. The RTX PRO is a modified version of the Blackwell RTX Pro 6000 processor [2]. To meet export rules, advanced tech like high-bandwidth memory and NVLink have been removed [2]. While ai model training is less efficient than the standard Blackwell chip, it still outperforms the h20 [2]. The RTX PRO is priced between $6,500 and $8,000, lower than the h20’s $10,000 to $12,000 [2].

china’s ai development and nvidia’s role

Huang emphasized nvidia’s commitment to supporting open-source research and ai development [2]. He views ai as a fundamental resource, like energy and water [2]. Despite h20’s performance being lower than the h100, its high bandwidth and memory offer competitiveness [6]. The h20’s resumption could fulfill some of china’s computing power needs [7]. It may also ease supply chain order delays caused by previous uncertainties [7]. This move could drive performance improvements in the supply chain [7].

Bronnen

china sales nvidia h20