- Nvidia could soon resume the sale of H20 fleas in China
- CEO Jensen Huang has linked with China and the United States
- The company has lost billions of sales due to export bans
NVIDIA plans to resume sales of its AI H20 chips in China after the US government has confirmed that it would grant the export licenses of the technology giant.
This decision comes after the visit of the CEO of Nvidia, Jensen Huang, in China and his discussions with US President Donald Trump, all in order to reach an agreement and resume sales.
Consequently, it is believed that Chinese companies like Bytedance and Tencent are now queuing to place orders on H20 fleas after a brief break for exports.
Nvidia could soon resume Chinese exports
NVIDIA had already made tailor -made the H20 chip for China after American export restrictions, but it was prohibited in April 2025, which caused an estimated cost of $ 10 billion in lost sales and an additional $ 5.5 billion in inventory radiation. The costs were so important that Nvidia declared these losses in his quarterly report.
The potential approval of licenses by the United States government could reverse the costs, generating additional revenues of $ 15 to 20 billion this year.
However, Trump does not necessarily express a preference for Nvidia. AMD also expects a revision of its export licenses for the MI308 chips after reporting a smaller but still remarkable impact of $ 1.5 billion from export borders.
Although interior competition has warmed up in China, many companies still prefer Nvidia for its Cuda ecosystem. Huang also recognized the importance of China for Nvidia’s strategy, calling the “massive, dynamic and very innovative” market (via PK Press Club).
The potential relaxation of restrictions comes at an important time – China has also attenuated the export restrictions of rare earths, which suggests that the two world superpowers could slowly reach an agreement.
