In April 2025, the US government suspended the sales of Nvidia's H20 chips to the Chinese market on the grounds of export control. However, thanks to the active communication and coordination by Nvidia's CEO, Jensen Huang, a turning point emerged. On July 15, Huang announced that the US government had approved the resumption of H20 chip sales to China. This decision not only brings opportunities for Nvidia's business expansion in the Chinese market but also has a far-reaching impact on the Sino-US tech industry relationship.

Resumption of H20 Chip Sales and Launch of RTX Pro GPU

The H20 chip is an AI accelerator designed specifically for the Chinese market by Nvidia to comply with US export restrictions. Based on Nvidia's Hopper architecture and utilizing the advanced CoWoS packaging technology, it is suitable for vertical model training and inference. Although its performance is slightly lower than that of Nvidia's high-end products, the H20 chip boasts unique advantages in the Chinese market, thanks to its excellent memory bandwidth and widely-adopted software ecosystem. With the resumption of sales, Nvidia is expected to regain market share in China and meet some of the Chinese enterprises' demands in the field of artificial intelligence.

Meanwhile, Nvidia announced the launch of the RTX Pro GPU, a new product designed specifically for the Chinese market. The RTX Pro GPU is tailored for computer graphics, digital twin, and artificial intelligence applications. It features a larger memory capacity and the latest Tensor Core, which can accelerate the deep AI-accelerated application ecosystem built on NVIDIA CUDA® and RTX technologies. It is particularly well-suited for digital twin AI applications in smart factories and logistics, helping enterprises achieve more efficient design, modeling, and visualization.

The Importance of the Chinese Market

Jensen Huang emphasized that the Chinese market is crucial for American companies. As one of the world's largest markets for artificial intelligence applications, China has vast data resources and a wide range of application scenarios. Nvidia's H20 and RTX Pro products can provide strong computing support for Chinese enterprises and promote the implementation of artificial intelligence technologies across various industries. In addition, Nvidia plans to further expand its business in the Chinese market and promote Sino-US tech exchanges and cooperation through collaboration with Chinese enterprises and research institutions.

Future Outlook

The resumption of H20 sales and the launch of the RTX Pro GPU are important steps in Nvidia's strategic layout in the Chinese market. This not only helps Nvidia consolidate its position in the Chinese market but also provides new opportunities for Sino-US tech industry exchanges and cooperation. Looking ahead, as artificial intelligence technologies continue to evolve, Nvidia is expected to introduce more products that meet the needs of the Chinese market, further promoting the application and development of artificial intelligence technologies in China.

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