Nvidia recently became the first company to breach the $4 trillion barrier 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 to China are back on. Well, probably.
The news comes direct from Nvidia in a blog post, which says, "Nvidia is filing applications to sell the Nvidia H20 GPU again. 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 AI GPUs benefit from the newer Blackwell architecture, also found in various RTX 50-series gaming GPUs, up to and including the RTX 5090.
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. But as Jensen Huang himself says, 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.
1. Best overall: AMD Radeon RX 9070
2. Best value: AMD Radeon RX 9060 XT 16 GB
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