Nafidia, the head of the consequences for “accelerating the recovery” in China sales with the H20 chip ban lifted

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The President of Nafidia Sinsen Huang said that he would “accelerate” its sales in China, after one of them between Beijing and Washington allowed the pioneering artificial intelligence maker to resume shipments of a major processor specifically designed for the Chinese market.

Huang told a press conference in the Chinese capital on Wednesday that the company had not yet received export licenses from Washington to restart its H20 product shipments, but he expected them to “faced very soon.”

I reported nvidia 4.5 billion dollars is active In the quarter of April, the Trump administration tightened export restrictions on advanced chips and left with a huge H20 stock that could no longer ship it.

He said on Wednesday: “It is difficult to recover some of what we have been removed, but what we offer in the reserve will not be permanently canceled.”

He said that the company will make a final decision on whether it needed to restart its previous generation of the voltage, which H20 was part of, as soon as customer orders arrived.

He added, “Old requests have been canceled. Their demands may have changed. We must start the supply chain,” noting that the process takes nine months.

Huang had previously met government officials and delivered a speech at the supply chain conference in the capital, where he praised him ChinaThe ingenuity of manufacturing and progress in artificial intelligence by companies such as Deepseek and alibaba.

Huang trip to Beijing comes after the company Receive assurances From the Trump administration, it will agree to licenses for the H20 chip, in a dramatic reflection of April’s ban on the export of the artificial intelligence product for China.

Trade Minister Howard Lootnick He said on Tuesday The change of Washington’s policy was part of the recent trade talks between American and Chinese negotiators in London and Geneva.

“I went to the capital one week ago and told Trump and his tank that I was coming to China.” I wish you a good trip. “

“I have not changed the opinion of the president … he was completely controlling the discussions of the US government and the Chinese government,” he said.

“Exporting control controls as national security and as a companion for global exchange here.”

Approval of the resumption of shipments is a major victory for NVIDIA, and comes after a campaign of severe pressure by Huang in Washington, during which he warned that the United States has risked its leadership in the artificial intelligence of Chinese companies, such as Huawei, if American companies are no longer shipping devices to the country.

NVIDIA has also announced a new unit for special graphics processing in China (GPU) on Tuesday, which it said was completely compatible with the current export controls. Last week, The Financial Times stated that NVIDIA planned to release the China chip, based on the Blackwell RTX Pro 6000 processor.

Huang said on Wednesday that the new slide was perfectly suitable for automatic manufacturing.

The head of the American chip industry, Stacy Rachton, said that the White House will allow “NVIDIA to compete in China” and “preserve the advantages of the ecosystem”. He pointed out that the reflection of politics will enhance the profitability of the chips maker until next year.

He added: “Jensen has carefully cultivated Trump and members of the administration, as well as the risk of maintaining the prohibition clearly.”

Although the H20 performance has been sufficient and faces competition from local competitors, Chinese internet companies are still expected to be enthusiastic clients, given their dependence on the Cuda program in NVIDIA and the need to meet the increasing demand to run the AI’s work burden.

Jefferies has written that the export restrictions relaxing means “improved feelings” for the main players, including Alibaba, Tensent and Baidu, as more companies accelerate the adoption of artificial intelligence through a group of industries. The new GPU supplies will enable them to take advantage of the increasing demand for more computing power.

“Customers in various sectors adopt artificial intelligence – not only online, technology, education and EV – but also sectors such as manufacturing, which need to use artificial intelligence and deport to (The) Cloud.”