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12h ago

U.S. Clears Nvidia to Resume H20 AI Chip Exports to China

Following high-level lobbying in Washington, U.S. authorities have approved export licenses that clear the way for Nvidia’s rollout of a China-compliant RTX Pro model.

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El director general de Nvidia, Jensen Huang, sonríe en un evento el 11 de junio de 2025, en París. (Sarah Meyssonnier/Foto compartida vía AP)
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Overview

  • U.S. authorities confirmed on July 16 that export licenses for Nvidia’s H20 GPUs will be granted, allowing China-bound shipments to resume imminently.
  • Private talks between Nvidia CEO Jensen Huang and President Trump preceded the approval, marking a swift policy pivot since April’s export ban.
  • China accounts for roughly 20–25% of Nvidia’s data center revenue, prompting the company to engineer the H20 GPU to meet U.S. export rules while retaining market access.
  • Nvidia’s newly unveiled RTX Pro GPU meets U.S. compliance standards and aims to expand the firm’s footprint in Chinese industries.
  • The licensing decision sparked a roughly 4% jump in Nvidia stock and propelled its valuation past $4 trillion.