Nvidia’s H20 Chip Comeback in China Hinges on U.S. Green Light – Can They Clear the Bureaucratic Maze?

Nvidia's playing a high-stakes game of regulatory chess as it seeks Washington's blessing to revive H20 chip shipments to China. The AI chip giant's move could reshape semiconductor geopolitics—if it can navigate the approval gauntlet.

Tech Cold War Escalates

The proposed restart comes as U.S.-China tech tensions reach boiling point. Nvidia's caught between superpowers, with its cutting-edge chips becoming pawns in a larger battle for AI supremacy.

Wall Street's Watching

Investors are betting big on Nvidia's China play—because nothing says 'bullish' like depending on government bureaucrats to hit your quarterly targets. The stock's pricing in perfect execution, but regulatory timelines move at their own mysterious pace.

What's Next?

All eyes are on Washington's next move. Approval could open floodgates for AI chip exports—rejection might force Nvidia to double down on workarounds. Either way, the semiconductor supply chain's in for more turbulence.

Huang sold $50 million in Nvidia stock this week

On Friday, Huang sold 75,000 Nvidia shares valued at approximately $12.94 million as part of a March plan permitting sales of up to 6 million shares. Earlier in the week, he divested 225,000 shares for about $37 million under the same arrangement.

A spike in AI demand and the GPUs that underpin large language models have driven Huang’s personal fortune upward and pushed Nvidia’s market capitalization beyond $4 trillion, ranking it as the most valuable firm globally.

On his third trip to China this year, Huang held talks with Commerce Minister Wang Wentao, who pressed global firms such as Nvidia to supply dependable, top‑tier offerings to Chinese consumers. Wang reiterated that China remains committed to attracting foreign investment and plans to further expand market access.

Huang also met with Ren Hongbin, head of the China Council for the Promotion of International Trade, and Vice Premier He Lifeng.

At a Beijing press conference on Wednesday, he praised AI models from Deepseek, Alibaba, and Tencent as “world class” and said AI is “revolutionising” supply chains.

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