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Nvidia’s Jensen Huang Just Got Trump to Reverse Course on AI Chips for China. Here’s What It Means
CHINA, JUL 17 – Nvidia’s H20 chip sales to China resume after export ban reversal, with China accounting for 13% of Nvidia’s 2025 revenue amid ongoing US-China trade negotiations.
- On Tuesday, Nvidia received assurances from the Trump administration that it would secure export licences, its stock climbed to a record high.
- Facing stringent U.S. export requirements, Nvidia had designed the lower-power H20 chip in 2024 to comply with U.S. rules.
- DA Davidson’s Gil Luria said Chinese firms make up 25% to 40% of Nvidia’s customers, while Stacy Rasgon estimated $10 billion to $15 billion in China revenue for H2 2025.
- Rep. John Moolenaar objected in a letter to Commerce Secretary Howard Lutnick, warning it could boost China’s AI capability, while David Sacks and Scott Bessent said the H20 chips aren’t `state-of-the-art`.
- Administration officials warned the U.S. may lose credibility in rare earth negotiations by allowing H20 exports, even as Nvidia’s performance in China is set to drive its 2026 growth trajectory.
16 Articles
16 Articles
House China Committee Chair Warns Against Allowing Exports of Nvidia AI Chip to China
The chairman of the House Select Committee on the Chinese Communist Party is calling for a review of the U.S. government’s recent decision to allow Nvidia Corp. to resume sales of a chip to China. On July 18, Rep. John Moolenaar (R-Mich.) sent a letter to Secretary of Commerce Howard Lutnick urging the department not to abandon strict export controls on the H20 graphics processing unit. In his letter, he warned that lifting the ban could advance…
House China Panel Faults Trump’s Move to Ease Nvidia AI Chip Sales
The Trump administration’s decision allowing Nvidia Corp. to resume shipments of its H20 artificial intelligence chips to China risks bolstering Beijing’s military capabilities and expanding its capacity to compete with the US in AI, according to the head of the US House Select Committee on China.
Outside voices: Assessing the decision to allow advanced chip sales to China
Is the Trump administration making a costly strategic mistake by allowing China to purchase advanced AI chips from NVIDIA? According to Jack Burnham, a researcher for the Foundation for the Defense of Democracies, the answer is yes. “The Trump administration is giving China a much-needed boost in the race for artificial intelligence (AI). After a White House meeting between President Donald Trump and NVIDIA CEO Jensen Huang, the company announce…
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