Nvidia is set to resume China chip sales after months of regulatory whiplash

Nvidia has announced it is filing applications to resume sales of its H20 artificial intelligence chips to China after several months of regulatory uncertainty. The H20 chip, designed for AI inference tasks rather than training new models, is currently the most powerful AI processor Nvidia can legally export to China under U.S. export controls. Alongside the H20, Nvidia is introducing a new “RTX Pro” chip tailored specifically for the Chinese market, which the company says complies fully with regulations and is suited for digital manufacturing applications like smart factories and logistics. The regulatory back-and-forth began in April when the Trump administration imposed restrictions on sales of high-performance chips, including the H20, potentially costing Nvidia $15 to $16 billion in revenue from Chinese customers. However, after Nvidia CEO Jensen Huang attended a high-profile dinner at Mar-a-Lago and pledged increased U.S. investments and jobs, the administration paused the ban. This episode highlights the ongoing tension between U.S. national security concerns aimed at limiting China’s