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

The decision opens a path to recoup billions in lost China revenue under U.S. export compliance rules.

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

  • Nvidia filed H20 export license applications and secured U.S. Commerce Department assurances to lift the April ban on shipments to China.
  • Despite strong Chinese demand, no H20 purchase orders have been fulfilled as Nvidia awaits final U.S. government clearance.
  • The company is developing an RTX Pro GPU variant tailored to China that conforms with U.S. export restrictions.
  • Analysts have raised Nvidia’s price targets and earnings forecasts, citing a potential rebound in China revenue that slid from 26% of sales in fiscal 2022 to 13% in 2025.
  • Negotiations for a separate UAE AI chip agreement are stalled as U.S. officials debate security risks over possible Chinese access through Emirati partners.