The US Commerce Department has begun issuing licenses to Nvidia to export its H20 chips to China, following reversal of an April 2025 export ban. Nvidia had designed the H20 specifically to comply with US export controls on advanced AI chips. The move removes a major revenue headwind: Nvidia previously disclosed a $5.5 billion charge related to H20 restrictions, later revised down by $1 billion when material reuse became possible. This restores partial access to one of the world's largest semiconductor markets, though exports of Nvidia's other advanced AI chips to China remain restricted.
370 other tracked developments touching the same claims.