NVIDIA (NVIDIA) executive chief Huang Rensheng, who is visiting in Beijing, said today that the United States has approved the reduction of the standard version of H20 chips to China. Since NVIDIA previously recognized the relevant fees for the inventory of the large-scale H20 and the purchase obligations, the US government has now expressed goodwill and is expected to inject strong thoughts into the NVIDIA financial report.

H20 is a reduced-regulated artificial intelligence (AI) chip designed for the Chinese market based on NVIDIA Hopper picture processor (GPU) to comply with the US export control regulations.

As the US-China technology war is rising, the US government notified NVIDIA on April 9 this year that it requires that H20 chips must be approved by the US government before exporting them to China. Before receiving the U.S. government notice, NVIDIA sold $4.6 billion worth of $134.8 billion in the first quarter of 2026 ended at the end of April this year, and another $2.5 billion worth of $2.5 billion failed to ship due to regulatory orders.

NVIDIA originally estimated that the second quarter of 2026 financial year will lose US$8 billion due to H20 control. Now H20 is about to resume sales to China. The relevant losses this season are expected to be closed, which is also difficult for Huang Ren to be overjoyed. Today, he said in Beijing that "this is really good news."

When Huang Renxian visited Taiwan in May this year, he accepted media visits and mentioned that H20 is a version that reduces the performance of Hopper chips to an extremely accurate one, and NVIDIA can no longer modify Hopper chips.

British Financial Times reported on July 10 that NVIDIA originally planned to launch a new AI chip designed for China as early as September. It is a version of NVIDIA's existing RTX Pro 6000 Blackwell processor. NVIDIA's Chinese customers have been testing the products of this chip and expressed interest in a large number of orders.

For NVIDIA's Chinese customers, moving from NVIDIA's Cuda software system to other software systems will significantly increase operational costs, so even if the performance of NVIDIAAI chips designed in the Chinese market cannot be compared with top-level products from Chinese competitors, NVIDIA customers are still willing to buy orders.

H20's resumption of sales also boosted NVIDIA's supply chain energy. The early plate of the crystalline foundry factory's power supply flat and fell, turning red at around 10 a.m., with a maximum of 1,115 yuan, with a maximum of 1.82%; the heat dissipation module factory double-drained to 10 a.m., with a maximum of 696 yuan and a maximum of 8.75% in the plate; the British assembly factory's industrial industry also pushed red at the same time, with a maximum of 44.8 yuan and a maximum of 7.56%.

Extended reading: Trump is approved! NVIDIA will resume sales of H20 for China, launching new special edition RTX PRO