SMRTR TechJul 15, 2025Ars Technica

Chinese firms rush for Nvidia chips as US prepares to lift ban

SMRTR summary

Nvidia will resume selling H20 AI chips to China after receiving US government approval. Chinese tech companies are eagerly placing orders, potentially adding $15-20 billion to Nvidia's revenue this year. The H20 chips, though less powerful than versions sold elsewhere due to export restrictions, are Nvidia's most advanced AI processors available in China. This follows CEO Jensen Huang's meeting with President Trump and may significantly impact China's AI hardware market.

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