National Regulatory Body gives green light for Nvidia to sell their products in China
**Nvidia to Resume Sales of H20 GPUs in China Following U.S. Approval**
After a prolonged period of trade restrictions and geopolitical tensions, Nvidia Corp has received approval from the U.S. President Donald Trump's administration to export its advanced H20 GPUs to China. The decision marks a significant step towards resuming sales and re-entering a critical market for the tech giant.
CEO Jensen Huang confirmed during his recent visit to Beijing that the company is actively filing applications to restart H20 chip sales to China. The U.S. Department of Commerce is now expected to grant these export licenses, enabling Nvidia to re-enter the market after the chips were banned for nearly 14 months. Analysts predict that shipments are likely to resume by late Q3 2025, opening the door for significant revenue growth and inventory catch-up.
China remained a vital market for Nvidia, generating $17 billion in FY2025 and accounting for 13% of total revenue before the ban. The export ban on H20 chips, which began in April 2024, cost Nvidia $5.5 billion in write-offs and $8 billion in delayed sales by early 2025. With the lifting of restrictions, analysts now project up to $3 billion in quarterly H20 sales to China, with a potential $5 billion revenue catch-up this year alone.
Nvidia is also developing a new RTX Pro GPU tailored for the Chinese AI market, signaling a broader strategy to regain and expand its presence in the region. This strategic initiative, along with the resumption of sales, positions Nvidia to reclaim lost revenue and strengthen its position in China’s AI sector, with both immediate financial benefits and longer-term strategic moves underway.
**Key Developments**
| Aspect | Details | |----------------------|---------------------------------------------------| | Export Status | Export licenses approved; sales to resume soon[1][2][3]| | Expected Timeline | Shipments likely restart by late Q3 2025[2] | | Financial Impact | Up to $3B quarterly H20 sales, $5B catch-up in 2025[2]| | Strategic Initiatives | New RTX Pro GPU for China in development[1][3] |
Sources: [1] Nvidia Blog Post (June 2025) [2] Reuters (June 2025) [3] China Global Television Network (June 2025)
Artificial intelligence, being a significant focus for Nvidia, will likely see growth as the company resumes sales of its H20 GPUs in China, a vital market that accounted for 13% of Nvidia's total revenue before the ban. With the development of a new RTX Pro GPU tailored for the Chinese AI market, Nvidia aims to reclaim and expand its presence in the region, leveraging artificial intelligence to achieve both immediate financial benefits and longer-term strategic moves.
