At the Beijing Expo, Jensen Huang also announced plans for a new chip for Chinese clients that is designed for robotics and smart factories.

Nvidia Corporation's H20 GPU exports to China resume, unlocking billions in revenue and cash flow. Click for my updated look at NVDA stock after this news.

Nvidia plans to increase the supply of its H20 chips to China, aiming to strengthen its position in the lucrative Chinese technology market. This move follows the lifting of an export ban and comes as Nvidia navigates US-China trade tensions.

Data center operators in China, which use Nvidia’s H20 chips to crunch data for various AI services, have been struggling to find a local alternative that is as good as the U.S. company’s chips.

In April 2025, the U.S. expanded restrictions to include the Nvidia H20 chip, a China-specific version designed to comply with earlier export rules.

China plans to build 39 AI data centers using over 115,000 restricted Nvidia GPUs, with 70% going to a massive site in Xinjiang, potentially defying U.S. export bans and raising concerns over sourcing.

The graphics processing and AI specialist has recently climbed to record highs. Is it too late to buy?