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Nvidia, AMD to Win Market Share in China as US Eases Export Curbs
CHINA, JUL 16 – Nvidia will ramp up supply of Chinese-compliant H20 AI chips after U.S. government approved export licenses, reversing a $15 billion sales loss from the previous ban, analysts said.
- The chipmaker revealed Monday night that Nvidia will resume H20 AI chip sales to China, after sales were halted in April under U.S. export controls.
- The move reverses export restrictions imposed in April over national security concerns, as U.S. Commerce Secretary Howard Lutnick said it was part of negotiations on rare earth minerals.
- Shares rose dramatically, demonstrating impact, while CEO Jensen Huang said Nvidia lost $15 billion in sales due to bans.
- The move is expected to ease anxiety among Chinese AI companies, while analysts said the resumption will calm local AI firms.
- Nvidia plans to ramp up Chinese-compliant H20 chip supply, followed by developing the RTX Pro GPU, according to CEO Jensen Huang, who said Nvidia hopes to start deliveries soon.
15 Articles
15 Articles
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Nvidia Files to Restart H20 AI Chip Shipments to China Amid US-China Trade Talks
Nvidia is planning to resume sales to China of a previously banned chip used for artificial intelligence (AI) technology. On July 14, Nvidia announced it had filed applications with the U.S. government to restart sales of its H20 graphics processing unit to Chinese companies. “The U.S. government has assured NVIDIA that licenses will be granted, and NVIDIA hopes to start deliveries soon,” a statement from the company said. On July 15, Commerce S…
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