The Trump administration's decision to allow Nvidia's H20 chips back into China has triggered a surge of urgent orders from major Chinese cloud providers, reviving not only Nvidia's outlook but also lifting sentiment across the AI semiconductor ecosystem.

Nvidia stock surged 4.47% in pre-market trading after the U.S. government cleared the company to resume H20 AI chip exports to China. This greenlight could recover billions in lost revenue after Nvidia took a $4.

China's Commerce Minister Wang Wentao told Nvidia CEO Jensen Huang on Thursday that he hoped multinational companies, including Nvidia, would provide high-quality and reliable products and services to Chinese customers,

NVIDIA's H20 AI GPUs are once again allowed to be sold in China following a reversal of restrictions by the Trump administration, and NVIDIA's CEO claims it wasn't he who changed the US President's mind.

The U.S. House Select Committee on China has expressed concerns about the Trump administration's decision to allow Nvidia ( NASDAQ: NVDA) to resume shipments of its H20 AI chips to China.

Data center operators in China, which use Nvidia’s H20 chips to crunch data for various AI services, have been struggling to find a local alternative that is as good as the U.S. company’s chips.

In April 2025, the U.S. expanded restrictions to include the Nvidia H20 chip, a China-specific version designed to comply with earlier export rules.