NVIDIA H20 AI chips are now allowed to be exported to China, as the latest meeting between Chief Huang Rensheng and U.S. President Trump seems to work.
Huang Rensheng announced a few weeks ago that the company will sell H20 chips to China after it was approved by the U.S. Department of Commerce, but the Trump administration itself did not "open green lights" at that time.
Previous reports pointed out that the H20 chips have a large amount of orders, mainly due to the delay of the US Department of Commerce. Although NVIDIA has repeatedly reiterated its commitment to the Chinese market, the US has not approved any shipment before that.
However, according to the foreign media Financial Times, the United States has begun to issue export permits to NVIDIA for nuclear H20 AI chips, allowing these chips to travel to China, meaning that NVIDIA is now free to export these chips to Beijing and resume its business in the region, which has been suspended for several months.
After Huang Rensha met with Trump, Baigong withdrew plans to restrict NVIDIA's export of H20 chips to China. However, NVIDIA also faces investigations from the Chinese supervisory agency because there is suspected safety backdoor or location tracking mechanism in the new shipment of chips, but NVIDIA also clarified that the company will never allow such backdoors, even when facing pressure from U.S. Congress members. From this we can see that restoring supply chains to China is currently the primary task of NVIDIA.
Now that H20 AI chips have begun to flow into China, NVIDIA will likely rely on them to launch updated solutions for the Chinese market by the end of the year, such as the Blackwell B20 or the RTX 6000D GPU. The company currently has about 900,000 H20 AI chips in stock, meaning that it can at least compensate for nuclear losses in the previous few quarters.
NVIDIA’s H20 AI Chips Reportedly See ‘Green Light’ From Trump Administration for Export to China After Jensen’s Recent Visit to The White House US licenses Nvidia to export chips to China after CEO meets Trump Extended reading: DeepSeek's parent company chief supervisor was investigated! Related to accepting illegal commissions of over 10 million yuan, embezzling nearly 20 million yuan in six years Tesla disbands the Dojo team! Mask turns to NVIDIA and Samsung external cooperation