Nvidia recently became the first company to in terms of market capitalisation or its overall worth. But now there's even more good news for bean counters and investors. Sales of Nvidia's AI chips [[link]] to China are back on. Well, probably.
The news comes , which says, "Nvidia is filing applications to sell the Nvidia H20 GPU again. [[link]] The U.S. government has assured Nvidia that licenses will be granted, and Nvidia hopes to start deliveries soon."
"In the U.S. capital, Huang met with President Trump and U.S. policymakers, reaffirming NVIDIA’s support for the Administration’s effort to create jobs, strengthen domestic AI infrastructure and onshore manufacturing, and ensure that America leads in AI worldwide," Nvidia said.
For context, H20 is a de-featured version of Nvidia's H100 AI GPU, which itself is based on last-gen Hopper technology. Nvidia's latest [[link]] AI GPUs benefit from the newer architecture, also found in various RTX 50-series gaming GPUs, up to and including the .
In other words, it's a long way off being the most powerful AI chip Nvidia makes. And yet it's still hugely appealing for any organisation operating in the AI industry and superior in many ways to anything produced locally in China.
For how much longer that continues, remains to be seen. , 50% of the world's AI researchers are in China. So, in the short term, the ability to sell AI chips into China will be a huge boost for Nvidia. If it happens, which it probably will. But hasn't actually started quite yet.

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