Amid ongoing technological tensions between the United States and China, the US company Nvidia has received assurances from the US authorities to issue licenses for the export of high-performance H20 chips to China. These processors were designed specifically for export control requirements, and their deliveries were suspended in April 2025.
According to the company itself, the resumption of shipments is expected in the near future, which will be an important step towards restoring Nvidia's position in the Chinese market, where its share has significantly decreased after the introduction of restrictions. CEO Jensen Huang has repeatedly stressed that tough measures are hampering American leadership in artificial intelligence.
The H20 chip was adapted to circumvent previous restrictions, but in April, the US Department of Commerce required a special license to sell it in China, effectively stopping exports. New negotiations with the US administration allowed us to get a positive signal about the permission of deliveries. This happened shortly after Huang's personal meeting with US President Donald Trump.
At the same time, Nvidia announced a new RTX PRO processor that fully complies with the export legislation. This product is focused on industrial automation and logistics applications, and may also be designed for the Chinese market.
Since May, there have been rumors that the company is working on a less productive AI chip specifically for the Chinese market, so as not to violate current restrictions. However, the possible return of the H20 came as a surprise even to industry experts.
Experts believe that the resumption of H20 exports will contribute to revenue growth and strengthen Nvidia's position in Asia, as well as push local Chinese alternatives to the background. Despite the progress of companies like Huawei, the technological advantage of Nvidia and its manufacturing partners, including Taiwan's largest factories, remains out of competition.
In addition, it became known that Huang is in China, where he held a number of meetings with representatives of the government and industry. The main topic of the talks was the benefits of artificial intelligence and ways to safely implement AI in key sectors of the economy.
It is expected that in the coming quarters the company will release a line of new processors specifically adapted to the export requirements and conditions of the Chinese market. This may become an additional driver of growth against the background of high expectations of investors. Already, Nvidia shares are up 4.5% on news of the restrictions being lifted.
