Overview
- The Trump administration’s April order that halted H20 shipments has been reversed after U.S. officials assured Nvidia it will receive the necessary export licenses.
- Nvidia submitted formal applications to the Commerce Department and expects to begin delivering H20 GPUs to Chinese customers in the coming weeks.
- CEO Jensen Huang secured the U.S. commitment during a July 14 meeting with President Trump and has since traveled to Beijing to discuss AI cooperation with Chinese government and industry leaders.
- Alongside the H20 relaunch, Nvidia introduced the RTX PRO GPU, a new model engineered to meet U.S. export-control limits while supporting smart factories and logistics applications in China.
- Resuming H20 sales could help Nvidia recover from a nearly 50% drop in China market share and a $5.5 billion inventory write-off incurred under the previous export curbs.