The United States has begun to raise some of the restrictions what They prevented the export of certain chips to Chinaand Nvidia and AMD already have authorization to start exports, which China is expected to resume soon.
In the case of Nvidia, you are already planning the sales of its IA H20 chips to China, and already has the necessary licenses to do so. The Trump administration relaxed its restrictions after the CEO of Nvidia, Jensen Huang, visited China and then discussed the situation with Donald Trump, in an attempt to unlock the situation to be able to resume sales.
After lifting the sanctions of some chips for China, there are already the companies of the country, such as Bytedance and Tencent, which are already preparing to start the orders of the NVIDIA H20 chips, custom designed for the country after the first restrictions that the US imposed on the latest technology and greater power chips, generally destined for work loads of AI.
These chips are much less powerful than the latest generation that are used for systems prepared to work with artificial intelligence loads, but still allow working with this technology.
Despite not having the same power and capacities as the chips for initially restricted to China, the export of these chips was also banned last April, which caused an economic impact on NVIDIA of between 10,000 and 15,000 million dollars, as well as an inventory liquidation for an additional value of 5.5 billion dollars.
The granting of licenses for the export of this chips, and of other similar ones, will undoubtedly give back to this situation, and will make Nvidia recover between 15,000 and 20,000 million dollars this year. But Nvidia is not the only company that can export chips to China. AMD also has the permission to do so, according to The Register, and has authorization to export its MI308 chips to the country and thus recover from the impact of restrictions on its export, which although it is less than that experienced by NVIDIA, is not negligible: 1.5 billion dollars.
The lifting of the import restriction of these chips arrives at an important time for commercial relations between the United States and China. The authorities of the latter They have also recently raised part of the restrictions that had imposed on their rare earthswhich has undoubtedly had something to do with the United States relaxing its position in terms of technological chips of a certain level, as they point out from Reuters.
