Nvidia Rewires H20 Chip to Bypass China Ban: NVDA Stock Set to Rebound?
Nvidia is modifying its H20 AI accelerator to comply with U.S. export restrictions while retaining access to China’s critical semiconductor market. The strategic adjustments to the chip’s computing capabilities could catalyze a rebound in NVDA shares, which have been pressured by regulatory uncertainty.
The redesigned H20 chip demonstrates Nvidia’s agility in navigating geopolitical trade barriers. By balancing performance with compliance, the tech giant aims to maintain its foothold in China’s $7 billion AI chip market—a crucial revenue stream accounting for nearly 20% of its data center sales.