Industry demands are changing and only about 30 per cent of the country’s intelligent computing capacity is being used.

Nvidia is looking to ship more advanced chips to China than its current generation, CEO Jensen Huang said on Wednesday, as he looks to revitalize sales in the world's second-largest economy.

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.

The Trump administration's decision to allow Nvidia's H20 chips back into China has triggered a surge of urgent orders from major Chinese cloud providers, reviving not only Nvidia's outlook but also lifting sentiment across the AI semiconductor ecosystem.

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According to Nvidia’s latest annual report, China contributed $17 billion in revenue in the fiscal year ending January 26—about 13% of the company’s total sales. The potential return to the Chinese market is seen as vital to Nvidia's global dominance, especially as domestic players like Huawei aggressively court local developers.

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