After months of uncertainty surrounding US export restrictions $NVDA (-3.3%) could soon take off again - with a return of its H20 AI chips to the Chinese market. Here is an overview of all the important information for you:
📦 H20 GPU sales to China to start again
- Nvidia plans to resume H20 chip shipments to China
- According to Nvidia, the US government has promised to grant licenses
- Sales stop since April due to new export rules
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🛑 Background: Export stop due to US requirements
- H20 chip was specially developed to circumvent previous export restrictions
- But since April: new license requirement for exports to China → delivery stop
- Consequence: Nvidia's market share in China almost halved
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🤝 Political tailwind: Huang meets Trump
- CEO Jensen Huang met with Donald Trump
- Assurance from Nvidia: job creation & relocation of production to the USA
- Goal: Strengthen US leadership role in AI
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🌍 Trade agreement eases the situation
- New partial agreement between the USA and China
- China relaxes export controls for rare earths
- USA lifts some of the technology restrictions in return
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🧠 New AI chips in the pipeline
- Huang announces new "RTX PRO" chip - compliant with export regulations
- Focus on smart factories & logistics centers
- Still unclear: Whether specifically intended for China
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📊 Analysts see great opportunities
- Ray Wang (Futurum Group): "Significant, positive development"
- Expects growth spurt for Nvidia in the Chinese market
- Combination of H20 return and new AI chips could secure market leadership
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🧭 Nvidia remains the technological leader
- Despite China's AI advances, Nvidia remains ahead
- Thanks to high-end designs & production by $2330
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