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Just as US-China tech tensions showed signs of easing, NVIDIA has secured approval to resume shipments of its China‑tailored H20 AI accelerator. NVIDIA announced that the US Commerce Department will grant export licenses, reversing a ban imposed by the Trump administration. The H20, created to comply with earlier restrictions, had been sidelined in April when Washington tightened controls, forcing NVIDIA to write off substantial inventory and billions in anticipated sales. CEO Jensen Huang, fresh from a White House meeting with President Trump and now attending a government‑sponsored expo in Beijing, told Chinese viewers on state television that licenses would arrive very soon and allow the company to fulfill orders once thought lost. Additionally, Huang noted that a new, fully compliant RTX PRO GPU for digital twin AI and smart factories will also be coming soon.
NVIDIA's China strategy has long relied on processors tailored to local rules. When its H100 predecessor fell under US export limits, the company introduced the fully compliant H800 GPU. Huang has warned that aggressive curbs can backfire, pointing out that rival Huawei capitalized on NVIDIA's absence. Restoring H20 shipments will give cloud providers and autonomous-vehicle researchers access to high-performance hardware and help NVIDIA stabilize its data-center revenue. Bloomberg Intelligence notes that "The reversal could help recover a substantial portion of the $15 billion in fiscal 2026 data center revenue previously at risk, including $4-5 billion originally expected in 2H, and part of the $8 billion in unshipped 2Q orders." As NVIDIA rebuilds its China business, its success will serve as a new chapter for the broader health of US-China technology ties.
View at TechPowerUp Main Site | Source
NVIDIA's China strategy has long relied on processors tailored to local rules. When its H100 predecessor fell under US export limits, the company introduced the fully compliant H800 GPU. Huang has warned that aggressive curbs can backfire, pointing out that rival Huawei capitalized on NVIDIA's absence. Restoring H20 shipments will give cloud providers and autonomous-vehicle researchers access to high-performance hardware and help NVIDIA stabilize its data-center revenue. Bloomberg Intelligence notes that "The reversal could help recover a substantial portion of the $15 billion in fiscal 2026 data center revenue previously at risk, including $4-5 billion originally expected in 2H, and part of the $8 billion in unshipped 2Q orders." As NVIDIA rebuilds its China business, its success will serve as a new chapter for the broader health of US-China technology ties.
View at TechPowerUp Main Site | Source
