Nvidia receives export licenses for H20 chips following direct intervention by CEO Huang with Trump

Nvidia secures export licenses for China after direct CEO lobbying, as security concerns and geopolitical risks escalate.

8/11/2025, 12:45 PM
Eulerpool News Aug 11, 2025, 12:45 PM

The US trade authority has begun issuing licenses for the export of Nvidia's H20 chips to China after weeks of deadlock. The move came just two days after CEO Jensen Huang met with President Donald Trump again at the White House to advocate for approval.

The H20 was specifically developed for the Chinese market after the Biden administration imposed stricter export controls on more powerful AI chips. In April, the Trump administration initially banned the sale before the president changed course following Huang's lobbying efforts. However, delays in licensing had frustrated Nvidia, as the company had already anticipated a revenue decline of $8 billion in China for the July quarter.

The approval creates tensions between security policymakers and the industry. Former government officials like Matt Pottinger and David Feith warned in a letter to Commerce Secretary Howard Lutnick of a "strategic mistake" that could strengthen China's military capabilities. Nvidia countered that export bans would only force Beijing into faster self-developments.

The Chinese AI chip market, which Huang estimates at 50 billion US dollars in the next three years, is crucial for Nvidia. The company's market share in China fell from 95 to 50 percent in four years, as rivals like Huawei caught up. Huang criticized US export policy as a "failure" that could undermine American technological leadership in the long run.

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