Overview

• The Commerce Department has signaled it will grant export licenses for Nvidia’s H20 GPUs after President Trump reversed the April ban over national security concerns.
• Nvidia has filed applications to ship H20 chips and is developing an export-compliant RTX Pro GPU tailored for smart factories and robotics in China.
• Despite high demand voiced by Jensen Huang during his Beijing meetings, no H20 orders have shipped pending final U.S. license approvals.
• House China Committee chair Rep. John Moolenaar has called for performance-based export rules and a detailed briefing by August 8 to tighten oversight.
• Chinese analysts warn that supplying mid-range H20 chips risks creating dependency that could hinder the country’s domestic high-end chip development.