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Commerce Department Approves Nvidia’s H20 Chip Exports to China

Extensive lobbying by Nvidia persuaded the Commerce Department to lift restrictions on H20 chip shipments.

Overview

  • The Commerce Department confirmed it will grant export licences for Nvidia’s H20 GPUs, allowing the company to resume sales in China after an April ban.
  • Some Trump administration officials are withholding approval for a separate UAE AI chip deal over national-security concerns that China could gain indirect access.
  • Nvidia CEO Jensen Huang said Chinese customers’ demand for H20 chips is high and announced plans to develop an export-compliant RTX Pro GPU for the Chinese market.
  • The House Select Committee on the Chinese Communist Party has launched an inquiry into the H20 policy reversal, seeking detailed explanations of its security implications.
  • Wall Street analysts project Nvidia’s China revenue could rebound to between $15.5 billion and $20.5 billion in fiscal 2026 if licences are granted and orders materialize.