NVIDIA To Resume H20 AI Chip Sales To China
Digest more
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.
Nvidia stock hits record highs as U.S. export licenses unlock access to China’s $50B AI market. Click here to read an analysis of NVDA stock now.
Amid rising doubts over China's AI trajectory, two setbacks have rattled its startup ecosystem: Manus, the buzzed-about AI agent startup, is reportedly exiting the Chinese market, while DeepSeek R2 — a trillion-parameter large language model — is facing a critical GPU shortfall.