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NVDA to Resume H20 GPU Sales in China as US Ban Reversal Unlocks Market Access

Aug 1, 2025 (1 days ago)
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NVDA to Resume H20 GPU Sales in China as US Ban Reversal Unlocks Market Access
NVIDIA is set to resume sales of its H20 graphics processors for AI workloads in China following the US government's reversal of a previously imposed ban on these sales.

Resumption of H20 GPU Sales in China

  • NVIDIA is set to resume sales of its H20 graphics processors for AI workloads in China.5
  • This follows the US government's reversal of a previously imposed ban on these sales.5
  • The prior ban resulted in a $5.5 billion write-off and missed revenue opportunities in the tens of billions.5

Navigating Chinese Regulatory Scrutiny

  • Concerns over potential security risks in NVDA's H20 chip have led to scrutiny by China's Cyberspace Administration.4
  • NVDA has stated its commitment to cybersecurity and denied having backdoors in its chips.4
  • Chinese state media has called for 'convincing security proofs' to address user worries.4

Competitive Pricing in AI Accelerators

  • NVIDIA's Blackwell B200 AI accelerator is priced higher than AMD's proposed Instinct MI350.2
  • This pricing dynamic reflects AMD's strategy to compete aggressively in the AI hardware market.2

Market Position and AI Collaborations

  • NVIDIA recently achieved a significant milestone by reaching a $4 trillion market capitalization.1
  • The company is actively collaborating on advancing AI technologies across digital agents and design simulations.3
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