In a significant development, NVIDIA has managed to strike a deal that could restore its sales of H20 GPUs in China, alongside unveiling a new AI-focused GPU tailored for the Chinese market. This comes after a dramatic meeting between NVIDIA’s CEO, Jensen Huang, and President Trump at the White House, where Huang reportedly secured approval to resume exports of American silicon chips to China. NVIDIA has announced that it is filing an application with the US government to resume H20 GPU sales, and it expects to receive the necessary authorization soon, paving the way for deliveries to resume. Furthermore, Huang also unveiled a new AI GPU-an RTX PRO variant-specifically designed to meet the requirements of the Trump administration.
This new GPU is tailored for digital twin AI applications, which are crucial for industries like smart factories and logistics.
The H20 GPU faced a major setback earlier this year when the US government imposed an indefinite export licensing requirement on the China-specific variant. This restriction led to a significant financial loss for NVIDIA, amounting to $5.5 billion in charges for Q1 2026. Despite the setback, the company has continued to thrive, with recent reports showing that NVIDIA has visibility into a massive $1.5 trillion in data center revenue. During a recent earnings call, NVIDIA also revealed its visibility into “tens of gigawatts” of AI infrastructure projects. Huang expressed confidence in the future of AI, emphasizing that “general-purpose, open-source research and foundation models are the backbone of AI innovation.” He also stated, “We believe that every civil model should run best on the U.S. technology stack, encouraging nations worldwide to choose America.”