Overview

• The Commerce Department has assured Nvidia that export licenses for its H20 AI chips to China will be granted, and Nvidia has submitted applications to resume shipments.
• Nvidia has warned Chinese clients that its H20 inventory remains limited and the company does not plan to restart dedicated production lines, making deliveries contingent on U.S. licensing approvals.
• Nvidia is developing a compliant RTX Pro GPU tailored for Chinese customers to support smart factory deployments and robotic training under current export controls.
• Representative John Moolenaar has formally objected to the policy reversal in a letter to Commerce Secretary Howard Lutnick, warning that the H20 far exceeds China’s domestic chip capabilities and could strengthen its AI and military programs.
• Chinese commentators have labeled the H20 a “poisoned wine,” arguing that performance caps preserve U.S. technological dominance at the expense of China’s long-term domestic chip development.