NVIDIA Corporation (NASDAQ:NVDA) announced Monday it will soon resume sales of its H20 GPU in China, following assurances from the U.S. government that export licenses will be granted, marking a potential thaw in trade restrictions between the two superpowers.
Shares of Nvidia rose 3.3% to $169.40 in extended trade, fueled by optimism around restored China revenue.
CEO Jensen Huang, during his Beijing visit, confirmed that applications are being filed to resume H20 chip sales, which were blocked earlier in 2025.
The U.S. Department of Commerce is now expected to grant export licenses after relaxing key trade restrictions.
A new GPU tailored for Chinese AI smart factories and logistics was also unveiled, underscoring Nvidia’s commitment to re-engage with the Chinese market.
China has remained a critical market for Nvidia, generating $17 billion in FY2025, accounting for 13% of total revenue, per company filings. Nvidia had previously anticipated up to $5.5 billion in charges due to chip bans.
With easing tariffs and improved diplomatic engagement in May and June, Nvidia—along with other semiconductor companies like Synopsys (NASDAQ:SNPS)—has regained a key growth runway in China.
For a closer look at Nvidia’s revenue by country and business segment, the Revenue Product Segmentation API provides detailed financial granularity.
The H20 chip, designed to comply with Biden-era trade restrictions, has remained popular among top Chinese AI developers such as:
Tencent
DeepSeek
Baidu (NASDAQ:BIDU)
Alibaba (NYSE:BABA)
Nvidia’s ability to re-enter this market with regulatory approval significantly strengthens its near-term revenue potential and global positioning in AI compute.
To track Nvidia’s real-time analyst sentiment and future re-ratings post-China reentry, the Up/Down Grades by Company API offers the latest institutional upgrade and downgrade actions.
With the H20 chip greenlit for sale in China, Nvidia is poised to reaccelerate in one of its most critical international markets. This reversal in export restrictions could also reshape investor sentiment across the broader semiconductor sector as Washington and Beijing appear to move toward more cooperative trade relations.
