Nvidia is to resume sales to China of its H20 AI chips.

The silicon giant confirmed this week that it is filing applications to sell the Nvidia H20 GPU to China. According to a statement published on its website, the US government has assured the company that licenses will be granted and that it “hopes to start deliveries soon”.

April saw the US government impose restrictions on exports of Nvidia’s H20 chips to China. The ban saw Nvidia report $4.5 billion worth of charges related to excess, with a loss of $2.5 billion in extra sales from the Chinese market.

Yesterday’s statement from the chipmaker also saw the announcement of a new China-focused RTX PRO GPU, as designed for AI-driven digital twin use in smart factories and logistics. The GPU is described as fully compliant, presumably with US export controls.

According to a report from Reuters, a “whitelist” has been drawn up by Nvidia for Chinese firms to register for potential purchases, with ByteDance and Tencent among the interested parties for the H20 GPU.

First shipped in late 2023, Nvidia’s H20 GPUs were designed specifically for the Chinese market as a less sophisticated version of its H100 processors, to meet US export compliance requirements.

Following demand for DeepSeek’s AI models, orders for the chips saw a boost, with the combined total of H20 exports reported at around $16 billion for the first three months of 2025.

Demand for AI chips has seen Nvidia become the first company to ever hit a $4 trillion valuation. According to a recent Dell’Oro Group report, AI has led to a 224% growth in revenue from GPUs, custom accelerators, and FPGAs.

Nvidia dominates the GPU accelerator market, claiming 97% of revenue in 2023. In contrast, rivals Intel and AMD represent the remaining 3% of GPU accelerator revenue.

In comments to SDxCentral last year, Dell’Oro Group noted that AMD and Intel could potentially gain share from Nvidia in 2025 with its competitive products, reflecting a broader and healthier range of choices and vendors in the market.