Nvidia will restart restart the deliveries of its H20 GPUs in China and is launching a fresh model built to match U.S. export rules, the company said on Monday.
In a statement on its website, the California‑based maker of AI hardware stated that it has already applied to the US Commerce Department for the needed licenses to continue H20 shipments.
Management expects approval “soon,” and said deliveries to Chinese buyers will follow quickly once the paperwork is complete.
Alongside the resumption plan, Nvidia introduced an RTX Pro graphics processor that it calls “fully compliant” with current regulations. The chip is aimed at digital‑twin artificial‑intelligence work in smart factories, logistics hubs, and other industrial settings inside China.
Chief Executive Jensen Huang has been trying to keep doors open in both Washington and Beijing. The company noted that Huang recently met Trump and several lawmakers in the capital before traveling to China for talks with officials there.
The meetings, Nvidia said, were meant to promote cooperation on AI research and to underline the firm’s open‑source support.
Hints of a scaled‑down H20 for China first surfaced in May. Nvidia had been preparing a scaled-down version to satisfy US export curbs on advanced semiconductors and chips. Those curbs had blocked the original H20 from being shipped to Beijing..
Nvidia had previously lost access to $50 billion China market
During Nvidia’s last earnings call, Huang painted a bleak picture of the impact of US curbs on its shipments. “The fifty‑billion‑dollar China market is effectively closed to U.S. industry,” he told analysts. “As a result, we are taking a multibillion‑dollar writeoff on inventory that cannot be sold or repurposed.”
The pressure intensified in April. According to Nvidia, the government informed the firm that even the H20 chip’s export would be limited. The decision halted sales at once, leaving no time for the company to clear back orders. U.S. officials pointed to concerns over national security over highly capable AI chips reaching a major geopolitical rival.
Nvidia had created the H20 in response to earlier restrictions imposed in 2022 under President Joe Biden. That initial round barred the export of the company’s fastest AI accelerators to China. The H20 is a scaled-down design meant to stay within the allowed performance ceiling.
Huang is not worried about China’s military using US tech
The CEO returned to the theme in a recent CNN interview that aired Sunday, shortly before another planned trip to China. Huang sought to ease fears that Nvidia hardware might boost Chinese military projects.
Huang mentioned that the US need not be concerned about the People’s Liberation Army using US tech because “they simply can’t rely on it.”
He added that Washington could cut off access whenever it wants and pointed out that China already has enough computing power. Huang added, “They don’t need Nvidia’s chips, certainly, or American tech stacks in order to build their military.”
His remarks come after years of measures in the Congress and the White House to curb shipments of advanced AI chips to Chinese customers. Huang again criticized that strategy, calling it counterproductive to America’s goal of maintaining leadership in cutting‑edge tech.
“We want the American tech stack to be the global standard,” he told CNN. “In order for us to do that, we have to be in search of all the AI developers in the world.” He noted that about half of those developers are based in China.
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