Nvidia Plans to Restart H20 AI Chip Sales to China ‘Shortly’ After U.S. Government Guarantees

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<p>Jensen Huang, co-founder and CEO of Nvidia Corp., speaks during a news conference on May 21, 2025.</p>
<p>Chesnot | Getty Images Entertainment | Getty Images</p>
<p>Nvidia announced on Tuesday that it hopes to resume sales of its H20 general processing units to China, marking a significant achievement for the company, which has faced challenges due to U.S. export restrictions. The U.S. government informed Nvidia in April that a license would be required to sell the chips to China, effectively halting those sales. The H20 chips are designed specifically to navigate earlier export controls imposed on Beijing.</p>
<p>"The U.S. government has assured NVIDIA that licenses will be granted, and NVIDIA hopes to start deliveries soon," the company stated on Tuesday. In recent months, CEO Jensen Huang has increased his lobbying efforts against export controls, asserting that these restrictions hinder American technological leadership. In May, Huang noted that chip constraints had already reduced Nvidia's market share in China by nearly 50%.</p>
<p>The potential shift in the U.S. position follows a meeting between Huang and U.S. President Donald Trump last week. During these discussions, Huang reiterated Nvidia's support for job creation and onshoring initiatives, as well as the ambition for the United States to take the lead in global AI, as stated by the company.</p>
<p>Recently, Washington and Beijing reached a preliminary trade framework that includes the easing of rare-earth export controls by China and a relaxation of tech export restrictions by the U.S.</p>
<p>Additionally, Huang introduced a new "fully compliant" GPU — RTX PRO — which he described as ideal for smart factories and logistics. It remains unclear whether this GPU is fully compliant with export guidelines pertaining to China.</p>
<p>Reports have suggested that Nvidia is developing a new AI chip specifically for the Chinese market, which would be less advanced than the H20. However, the expected resumption of H20 shipments to China surprised analysts. Ray Wang, research director of semiconductors, supply chain, and emerging technology at Futurum Group, commented, "The lifting of the H20 ban marks a significant and positive development for Nvidia, enabling the company to strengthen its leadership in China." He added, "The resumption of H20 shipments — along with the forthcoming rollout of new export control-compliant AI chips for the Chinese market — should act as a fresh growth catalyst in the upcoming quarters."</p>
<p>Meanwhile, Nvidia confirmed that Huang is currently in China, where he is meeting with government and industry officials to discuss the advantages of AI and explore pathways for researchers to advance safe and secure AI.</p>

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