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Regarding the timeline and more details on Nvidia's restoration of H20 chip exports to China
October 2023: The Biden administration tightens the ban on the export of AI chips to China, restricting Nvidia from exporting high-performance AI chips such as the #A100、#H100 to China.
Early 2024: Nvidia launches AI chips such as H20 and L20, specially designed for China, to meet the performance thresholds under the new regulatory restrictions.
End of 2024 to early 2025: The "cut-down version" chips like H20, L20, etc., will also be restricted by the U.S. government from being exported to China.
Mid-July 2025: Chairman of the House Special Committee on China, Mulanar, pressured Secretary of Commerce Lutnik, stating that resuming exports of Nvidia H20 chips to China is a mistake that will promote the development of AI in China.
A spokesperson for Nvidia defended the export, stating that America's technological dominance globally is a victory for the United States.
Nvidia $NVDA has informed Chinese customers that the supply of the H20 chip is limited and that it does not plan to resume production.
Absolute win-win for all three parties, everyone is winning big.
Nvidia has eliminated its inventory, and its market value has surpassed 4.2 trillion US dollars.
China has obtained high-performance AI chips.
Trump can declare another great deal, a great victory.