NVIDIA to boost H20 chip sales to China
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Nvidia Corp. boss Jensen Huang lauded DeepSeek and China’s other contributions to AI research as he met with political and tech leaders in Beijing.
From Jensen Huang on the exodus of Chinese scholars from the US to delivery robots, here are highlights from SCMP’s recent reporting.
1 Artificial Intelligence (AI) Stock That Wall Street Thinks Will Soar 64% Higher Over the Next 12 Months (Hint: It's Not Nvidia or Palantir)
Chinese firms have begun rushing to order Nvidia's H20 AI chips as the company plans to resume sales to mainland China, Reuters reports. The chip giant expects to receive US government licenses soon so that it can restart shipments of the restricted processors just days after CEO Jensen Huang met with President Donald Trump,
Nvidia is set to recoup billions of dollars in revenue as the Trump administration has signaled it will grant licenses for the company to resume sales of its AI chips to China after a surprise export ban in April.
2don MSN
American chipmaking giant Nvidia says it plans to resume sales to China of an artificial intelligence chip that’s become part of a global race pitting the world’s biggest economies against each other.
The US government is reportedly considering loosening export restrictions, which could allow the tech giants to resume sales of some lower-end AI chips to China. This policy shift comes after April's export ban blocked chips such as Nvidia’s H20 AI accelerator and AMD's MI308.
Nvidia CEO Jensen Huang said the Trump administration is letting it sell its advanced H20 computer chips to China — a reversal in policy.
Washington has been concerned China could use Nvidia’s chips to get a jump on the U.S. in high-tech fields, particularly when it comes to artificial intelligence.
"Despite public reporting on semiconductor targeting from China-aligned threat actors, Proofpoint directly observed only sporadic targeting of this sector. Since March 2025, this shifted to sightings of multiple campaigns from different China-aligned groups specifically targeting this sector, with a particular emphasis on Taiwanese entities."