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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.

Nvidia CEO Jensen Huang is surrounded by media members after the opening ceremony for the China International Supply Chain Expo in Beijing, China July 16, 2025. REUTERS/Florence Lo/File Photo
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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.