Nvidia resumes selling H20 chips to China

Nvidia resumes selling H20 chips to China, which is good news for both the company and China's AI industry.On July 15, 2025, Nvidia's founder and CEO Jensen Huang announced during his third visit to China this year that the US government has approved the export license, and Nvidia can resume selling H20 chips to the Chinese market and start shipping soon. Nvidia also confirmed this news on its official website, stating that the US government has assured Nvidia that the export license will be issued, and the company hopes to start delivery as soon as possible.H20 is a customized AI chip for the Chinese market by Nvidia. It was launched in China at the end of 2023. Its performance is only one - third of that of Nvidia's H100 chip, but it is the most powerful AI chip that Chinese companies can buy at present. However, due to the intensification of the Sino - US science and technology game, in April 2025, the US government included the H20 chip in the export control list, and Nvidia was prohibited from selling it in China without permission. This ban once caused Nvidia to write off $5.5 billion in inventory.The resumption of H20 chip sales is of great significance. For Nvidia, the Chinese market is crucial. According to Nvidia's annual report for the fiscal year ended January 26, the Chinese market created $17 billion in revenue for the company, accounting for about 13% of the total sales. Resuming sales can help the company consolidate its leading position in the Chinese market and become a new growth catalyst. For China's AI industry, it allows Chinese AI enterprises such as DeepSeek and Alibaba Group to continue to use Nvidia chips to build AI services, which is conducive to the continuous development of China's AI industry. At the same time, this is also a positive signal for Sino - US relations, indicating that the two sides may have made certain progress in the negotiation of key technology exports.