Nvidia hopes to "soon" begin shipping its H20 chips to China, having received assurances from the US government that it will be granted the necessary licenses.
In a blog post announcing the update, the chipmaker also revealed it has developed a new “fully compliant” chip for the Chinese market, the Nvidia RTX PRO GPU, which the company says is “ideal for digital twin AI for smart factories and logistics.”
The granting of export licenses reverses a decision made by the Trump Administration in April to impose additional restrictions on exports of H20 chips to China, which, at the time, Nvidia said would cost it approximately $5.5 billion of charges associated with inventory, purchase commitments, and related reserves.
First announced in 2023, the H20 GPUs are a less sophisticated version of Nvidia’s H100 processors and were designed specifically for the Chinese market in compliance with US export controls. The newly announced RTX PRO is a stripped-down version of the company’s Blackwell RTX PRO 6000 processor.
Nvidia said that earlier this month, its CEO, Jensen Huang, had “met with President Trump and US 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.”
This is not the first time Huang has sought to engage with the Trump administration regarding its chip strategy. Following Trump’s threats to impose tariffs on semiconductors manufactured outside the US, Nvidia announced plans to produce AI supercomputers 'entirely' in the US, saying it would work with its manufacturing partners to commission more than one million square feet of manufacturing space to build and test Blackwell GPUs in Arizona and AI supercomputers in Texas.
However, speaking to reporters on a visit to Beijing this week, Huang also cautioned that stopping US companies from selling to China risks handing AI leadership to domestic companies like Huawei.
“It’s really important that American companies are able to compete and serve the market here in China,” Huang said.
Comments