Overview

• Huang told the BG2 podcast that restricting sales to China undermines U.S. reach and argued American firms should compete directly in the market.
• U.S. authorities resumed case‑by‑case licensing for Nvidia’s H20 in August, with prior reporting of a roughly 15% levy tied to approvals for China sales.
• Tom’s Hardware reports Nvidia is developing a successor accelerator designed to meet current export rules while offering better performance.
• China’s ecosystem is scaling domestic options, with Huawei’s Ascend‑based Atlas 900 A3 systems shipping in volume and major hyperscalers investing in custom chips.
• Benzinga cites recent reports that China’s cyberspace regulator barred major firms from buying Nvidia’s China‑specific H20 and RTX Pro 6000D and that regulators opened an antitrust probe.