NVIDIA Can Sell AI Chip to China Again
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Nvidia CEO Jensen Huang said in Beijing on Tuesday that his company is planning to resume sales of its H20 artificial intelligence (AI) chips to China, China Central Television (CCTV) reported. "I am announcing that the US government has approved for us ...
Nvidia (NVDA) gets US approval to ship H20 AI chips to China, reversing $4.5B loss & unlocking $15B sales. Jim Cramer backs long-term hold, $180 target.
NVIDIA's upcoming China-specific B30 AI GPU has estimated 75% of the performance of H20, with demand for B30 'significant' and orders already placed.
In April 2025, the U.S. expanded restrictions to include the Nvidia H20 chip, a China-specific version designed to comply with earlier export rules.
One analyst boosted his price target on Nvidia’s stock to a level that would imply a $5.7 trillion market cap, with the chip maker seemingly cleared to sell its H20 chip in China again.