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NVIDIA To Resume H20 AI Chip Sales To China

Nvidia could recoup as much as $15 billion in revenue with H20 sales to China set to resume

Wall Street analysts at Stifel, Bernstein, and William Blair said Nvidia could make up as much as $15 billion in revenue from China in the second half of the year to hit around $20 billion from the r...

· 1d · on MSN

Nvidia to boost H20 chip sales to China after US export restrictions ease

· 2d · on MSN

Nvidia says it has Trump administration green light to sell China its advanced H20 computer chips used for AI

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Nvidia says Trump administration lifts ban on AI chip sales to China

The granting of export licenses for the company’s H20 chips points to a tentative de-escalation in the trade war between Washington and Beijing.

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Nvidia is the first $4-trillion company. Here are three things to know

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Nvidia’s stock pops as China win may pave path to $5 trillion market cap — and beyond

· 2h

ByteDance surpasses Meta, plus Jensen Huang's fruitful trip in Beijing

U.S. officials now view export restrictions as a key part of broader negotiations with China, including discussions on access to critical rare earth materials.

· 4h

How Nvidia’s Jensen Huang Persuaded Trump to Sell A.I. Chips to China

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Nvidia CEO downplays role in lifting US ban on chip sales to China

DIGITIMES14h

H20 back online in China — IC design houses, cloud AI chipmakers breathe sigh of relief

The Trump administration's decision to allow Nvidia's H20 chips back into China has triggered a surge of urgent orders from major Chinese cloud providers, reviving not only Nvidia's outlook but also lifting sentiment across the AI semiconductor ecosystem.

TweakTown2d

NVIDIA's new B30 AI GPU for China expected to have significant demand, 75% as fast as the H20

NVIDIA's upcoming China-specific B30 AI GPU has estimated 75% of the performance of H20, with demand for B30 'significant' and orders already placed.

RCR Wireless News3d

China aims to deploy 115,000 Nvidia AI GPUs: Report

In April 2025, the U.S. expanded restrictions to include the Nvidia H20 chip, a China-specific version designed to comply with earlier export rules.

DIGITIMES14h

H20 reenters China: lifeline for AI startups, blow to GPU sovereignty

Amid rising doubts over China's AI trajectory, two setbacks have rattled its startup ecosystem: Manus, the buzzed-about AI agent startup, is reportedly exiting the Chinese market, while DeepSeek R2 — a trillion-parameter large language model — is facing a critical GPU shortfall.

2don MSN

Did Trump just TACO on China? Nvidia’s stock and China ADRs are flashing a signal.

Treasury Secretary Scott Bessent’s comments and news of the resumption of H20 chip sales to China have excited Wall Street.