NVIDIA to Resumes H20 Chip Sales to China

NVIDIA CEO Jensen Huang confirmed in a new blog post that the company has resumed shipments of its H20 AI chips to China, a major development that reopens access to a $17 billion market amid ongoing U.S.-China tech tensions.

🧠 Key Highlights from the Blog:

• H20 Chip Sales Resume in China: NVIDIA is now shipping its H20 GPU — designed to comply with U.S. export restrictions — to Chinese customers. Huang noted this follows his latest meetings in Beijing, signaling regulatory alignment.
• New Blackwell-Based Chip Coming: A second AI chip, based on NVIDIA’s Blackwell architecture and tailored for China, is in production and scheduled for release in September.
• Washington Outreach: In Washington, D.C., Huang met with top lawmakers including Senate Majority Leader Chuck Schumer to push for policies supporting AI innovation, infrastructure (“AI factories”), and workforce development.
• AI Diplomacy in China: Huang also met with China’s Ministry of Industry and Huawei founder Ren Zhengfei, promoting global cooperation in AI. He called AI “the defining technology of our time.”

📈 Market Reaction:
NVIDIA (NVDA) is trading up +2.97% in overnight markets, as investors welcome the resumption of China sales, which had previously weighed on the stock when shipments were halted. The update also adds fuel to the broader AI momentum driving NVIDIA’s growth.

Huang’s efforts on both geopolitical fronts position NVIDIA to maintain leadership in global AI infrastructure while keeping doors open in critical markets.