Overview
- Nvidia has formally filed U.S. export licence applications to resume shipments of its H20 AI GPUs to China.
- U.S. officials assured the company that licence approvals are forthcoming after Jensen Huang’s meetings with President Trump and Chinese authorities.
- The company unveiled an RTX Pro variant engineered to comply with U.S. export controls and support digital twin AI for manufacturing and logistics.
- April’s export freeze halted H20 sales, forced a $5.5 billion inventory write-off and cut Nvidia’s China market share by nearly half.
- Malaysia has begun requiring government permits for any export, transshipment or transit of U.S.-origin high-performance AI chips.