NVIDIA Secures H20 GPU Sales Resumption in China and Launches New GPU for Chinese Market

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NVIDIA’s Strategic Victory with U. S.Administration

In a significant development, NVIDIA’s CEO, Jensen Huang, has reportedly navigated a crucial encounter with President Trump at the White House, securing a notable relief concerning restrictions on the sale of American silicon chips to China. This dual reprieve marks a pivotal moment for NVIDIA as it seeks to enhance its market presence in a critical region.

NVIDIA to Resume H20 Sales in China, Unveils New Fully Compliant GPU for Chinese Market

— First Squawk (@FirstSquawk) July 15, 2025

Resumption of H20 GPU Sales

NVIDIA has officially announced its plans to file an application with the U. S.government for the resumption of H20 GPU sales in China. Company representatives have expressed confidence that they will receive the necessary authorizations quickly, aiming to initiate shipments of the H20 GPUs to the Chinese market in the near future.

Introduction of New AI GPU for China

Further enhancing this strategy, Huang introduced a new GPU tailored for artificial intelligence applications specifically for China—the RTX PRO variant. This innovative product has been designed to align with the Trump administration’s requirements, positioning it as an optimal choice for digital twin AI in sectors such as smart factories and logistics.

Background on Licensing Challenges

It’s noteworthy that on April 9, the Trump administration had notified NVIDIA that its H20 GPU would be subject to an indefinite export licensing requirement, prompting the company to reassess its business forecasts. In response, NVIDIA projected losses up to $5.5 billion in the first fiscal quarter of 2026, due to “inventory, purchase commitments, and related reserves”associated with the H20 GPU.

NVIDIA’s Financial Strategy Amidst Export Challenges

NVIDIA has also taken significant steps to recalibrate its financial outlook following the imposition of U. S.licensing regulations. It has opted to categorize any remaining sales in China as unexpected gains, rather than incorporating them into its regular revenue forecasts, effectively reducing its reliance on that market.

Robust Performance Despite Market Setbacks

Interestingly, NVIDIA remains on a strong growth trajectory independent of Chinese sales. Recent evaluations, including a report from UBS, indicate that the company possesses visibility into a staggering $1.5 trillion in potential data center revenue. This finding is echoed by NVIDIA’s own statements during its fiscal Q1’26 earnings call, where officials revealed insight into extensive ongoing AI infrastructure initiatives.

Key Remarks from Jensen Huang

During a recent press conference in Washington D. C., Huang emphasized the critical role of general-purpose, open-source research in driving AI advancements. He remarked:

“General-purpose, open-source research and foundation models are the backbone of AI innovation.”

“We believe that every civil model should run best on the U. S.technology stack, encouraging nations worldwide to choose America.”

As NVIDIA continues to navigate the complexities of international trade and AI technology, this latest strategic maneuvering underscores the company’s commitment to maintaining its position as a leader in the tech industry.

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