Nvidia has resumed selling its high end AI GPUs in China following a pivotal meeting between CEO Jensen Huang and former President Donald Trump last month. The diplomatic overture reportedly cleared the way for new U.S. export licenses, ending a nine month hiatus in Chinese sales of Nvidia’s H100 and H200 AI accelerators.
China had previously enacted export restrictions citing national security. With new approvals, Nvidia will supply AI chips to Chinese datacenter operators, training labs, and cloud providers. Chinese firms such as Baidu and Tencent Backbone are among the first ordering approved H200 series units.
Market analysts expect GPU capacity growth in Beijing’s AI sector. Rumors indicate a tentative U.S. China AI “armistice” may be forming, potentially opening up broader technology trade across semiconductor and cloud markets. Nvidia’s share price rose following the announcement, as investors view resumption of Chinese AI sales as a key revenue driver.
The move also underscores geopolitical flexibility: strategic dialogue such as Huang’s meeting with Trump can recalibrate restrictions and support corporate development amid tensions.
