Nvidia to boost H20 chip sales to China after U.S. export restrictions ease

Nvidia NVDA-Q will ramp up supply of Chinese-compliant H20 chips in the coming months and look to bring more advanced semiconductors to the world’s second-largest technology market, CEO Jensen Huang said at an event in Beijing.

Huang’s remarks came after the world’s most valuable company said it planned to resume sales of the H20 artificial intelligence chip to China, a move U.S. Commerce Secretary Howard Lutnick said was part of negotiations on rare earths.

“H20 was released from its ban, the memory bandwidth is extremely good, for LLMs and other new models it will be excellent,” Huang said.

“I hope to get more advanced chips into China. Today H20 is still incredibly good, but in coming years, whatever we are allowed to sell to China we will do so.”

The planned resumption is a reversal of an export restriction imposed in April over U.S. national security concerns.

Huang has said that U.S. tech giant Nvidia’s leadership position could slip without sales to China, where developers were being courted by Huawei Technologies with chips produced in China.

His comments come days after he met with U.S. President Donald Trump, as Nvidia walks a tightrope between the world’s two biggest economies, both vying for dominance in AI and other cutting-edge technologies.

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Huang told media on the sidelines of the supply chain expo in Beijing that licenses for Chinese orders would be approved swiftly, noting: “There are many order books already in.”

Orders from Chinese companies for H20 chips need to be sent by Nvidia to the U.S. government for approval.

Sources said internet giants ByteDance and Tencent were in the process of submitting applications. ByteDance denied it was submitting applications while Tencent did not respond to a request for comment.

Nvidia has also announced it is developing a new chip for Chinese clients called the RTX Pro GPU, that would also be compliant with U.S. export restrictions.

Huang said the new chip would be designed specifically for smart factories and for robot training purposes.

“Here in China, because there’s so much robotics innovation going on, and so much smart factory work being done here, and the supply chain is so vast, RTX Pro is perfect,” Huang said.

At the expo opening, he described AI models from Chinese firms Deepseek, Alibaba and Tencent as “world class” and said AI was “revolutionizing” supply chains.