NVIDIA prepares to resume chip sales to China after regulatory changes

After months of uncertainty, NVIDIA has announced it is filing applications to resume sales of its H20 chips to China, after the Trump administration temporarily restricted exports and then abruptly reversed its decision.

The company said it expects to receive licenses from the US government soon and plans to start shipping soon. At the same time, NVIDIA introduced a new RTX Pro chip designed specifically for the Chinese market. The company emphasizes that it is fully compliant with current regulations and is well suited for digital factories and logistics systems.

The H20 chip is a key player in the US-China technology battle. While it may not be the most powerful in NVIDIA’s lineup, it is the best processor the company is allowed to sell to China under export controls. It is used to run AI models. In the first quarter of 2025, Chinese giants including ByteDance, Alibaba and Tencent were actively buying up these chips in anticipation of the sanctions tightening.

In April, the US imposed restrictions on H20 for exceeding certain technical specifications, which could have cost NVIDIA up to $16 billion. But shortly after NVIDIA CEO Jensen Huang attended a dinner at Trump’s Mar-a-Lago residence, the administration reversed its position. Media reports said the White House made concessions after NVIDIA promised to invest up to $500 billion in AI servers in the US over the next four years.

Such policy swings are causing concern in Congress because they could weaken U.S. efforts to contain China's AI development.

Recall that NVIDIA recently became the most valuable company in history, reaching $4 trillion in market value.