

Nvidia Returning Sales To China
Jul 16, 2025
A deep dive into Nvidia's bold move to resume shipping AI chips to China highlights the interplay between technology exports and complex regulatory landscapes. The discussion navigates the implications of U.S.-China relations on the tech industry. With a focus on Nvidia’s strategic responses to these challenges, experts weigh in on the potential impact on their revenue and the future of AI development.
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Nvidia Resumes AI Chip Sales To China
- Nvidia resumed selling their H20 AI chips to China after US export restrictions were temporarily eased.
- These chips provide significant revenue and are critical due to their superior memory bandwidth and software ecosystem.
US Export Controls And Loopholes
- US export controls restrict the most powerful Nvidia chips to prevent China from competing in AI.
- China circumvents these by purchasing through places like Singapore, highlighting loopholes in enforcement.
Jensen Huang's Dinner Influenced Policy
- Nvidia CEO Jensen Huang attended a dinner with Trump where export bans were paused shortly after.
- Afterwards, Nvidia announced a massive $500 billion AI server project in the US, suggesting negotiation with the government.