The CEO of Nvidia may resume the sale of AI chips in China after a meeting with…

Publié le 15 July 2025 à 16h03
modifié le 15 July 2025 à 16h04

Nvidia finds itself at a decisive turning point. The meeting between CEO Jensen Huang and President Trump at the White House could redefine trade relations. The approval of export licenses for AI chips to China represents a major challenge for the company.

Previous blockages hindered access to a critical market. Resolving this deadlock could stem projected financial losses and strengthen Nvidia’s dominance in the sector.

With government support, the company is poised to relaunch its sales in a China thirsty for advanced technologies. This development marks a crucial strategic evolution, further enhancing Nvidia’s value on the global stage.

Renewal of H20 AI chip sales in China

The CEO of Nvidia, Jensen Huang, recently met with U.S. President Donald Trump at the White House. This meeting allowed Nvidia to resume the sale of its H20 AI chips in China, marking a significant turning point for the company. Export restrictions had severely hindered access to a crucial market for the firm.

Positive outlook from the U.S. government

According to the company, the Trump administration has promised to grant export licenses for these chips. This decision ends several months of delivery suspensions, during which Nvidia suffered significant losses in projected sales. The announcement propelled Nvidia’s stock up by over 5% during pre-opening trading.

The company recently reached a historic valuation of $4 trillion, becoming the first publicly traded company to cross this threshold. Analysts see this lifting of restrictions as a formidable opportunity for Nvidia and the entire U.S. tech industry.

Financial impact and future prospects

Due to the halt in shipments, Nvidia faced inventory write-offs of $4.5 billion and lost projected sales of $2.5 billion. This situation has also allowed Chinese competitors to strengthen their position in the artificial intelligence market.

With the resumption of sales, projections indicate a significant return of revenues in the second half of 2025. Analysts estimate that this revival will reinvigorate the company’s profit growth in the coming years, with China back in the frame.

The dynamics of the AI market

It is clear from this situation that there is an intense game of influence between Nvidia and the U.S. government. Some analysts, such as Daniel Ives of Wedbush Securities, speak of an obvious victory for Nvidia, often referred to as the “God of AI”. They highlight that Nvidia holds a dominant position in the sector. Indeed, approximately 97% of the market share for GPU accelerators belongs to it.

These accelerators are essential elements for speeding up complex tasks such as training artificial intelligence systems. As the main provider, Nvidia’s role among industry players remains crucial.

Competition and upcoming innovations

Nvidia is also planning to launch a new AI chip for China, derived from the RTX Pro 6000D architecture. Its price will be reduced due to less ambitious specifications. This development will be crucial as competition from manufacturers such as AMD and Intel strengthens in the Chinese market.

Commitment to open-source research

During his official visits, Jensen Huang emphasized the importance of open access to research and foundational models. This approach is supposed to foster innovation in AI. Huang stated that every civil model should rely on American technologies, thus promoting technological dominance.

The impact of AI extends beyond the private sector and includes implications for the global economy. The demand for AI technologies continues to grow, highlighting Nvidia’s serious commitment to this field. The company seeks to support projects that “democratize AI” and promote equal opportunities for emerging economies.

Recent developments reflect a strategy to integrate China into Nvidia’s supply chain, despite growing geopolitical concerns. The fallout from the technological rivalry between the U.S. and China is being felt, shaping the decisions of major companies. To illustrate this fact, letters have been sent by a bipartisan group of U.S. senators advising Huang to limit his interactions with Chinese companies linked to the military or intelligence activities.

Frequently Asked Questions

What are the reasons Nvidia suspended the sale of its AI chips in China?
Nvidia suspended the sale of its H20 chips due to new regulations imposed by the Trump administration, which required licenses to export these technologies to China.

How did the meeting between Nvidia’s CEO and Donald Trump influence the resumption of sales?
The meeting allowed for discussions on export concerns, and the government assured Nvidia that export licenses would be granted, thus allowing the resumption of AI chip sales in China.

What financial consequences did Nvidia face during the sales suspension?
The sales suspension resulted in significant losses for Nvidia, with estimated losses of $2.5 billion in projected sales and $4.5 billion in inventory write-offs.

What impact will the resumption of sales have on the AI chip market?
The resumption of sales is likely to lead to an increase in Wall Street’s growth forecasts for Nvidia and strengthen its position in the AI chip market, especially against Chinese competition.

What are Nvidia’s revenue prospects after the resumption of sales in China?
Nvidia expects a significant increase in its revenues in the second half of 2025 with the return of China to its distribution network.

Why are the U.S. and China so interested in Nvidia’s AI chips?
Nvidia’s AI chips are considered key elements in the race for technological dominance in AI, making them extremely valuable to both nations in developing their technologies.

Is Nvidia planning to introduce new products for the Chinese market?
Yes, Nvidia plans to launch a new AI chip model in China, based on less demanding specifications than the H20, in order to meet market needs while complying with existing regulations.

How does the competition from manufacturers like AMD and Intel affect Nvidia?
The rise of competition in the AI chip sector could place additional pressure on Nvidia to maintain its market share against other companies also targeting the Chinese market.

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