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NVIDIA head Jensen Huang, a Détente between Beijing and Washington, allowed the leading AI ChipMaker to continue to download a basic processor specially designed for the Chinese market.
Huang did not receive Washington’s export licenses at a press conference at a press conference at a press conference at a press conference on Wednesday, but “to come in a very short time.”
Nvidia had notified a $ 4.5 billion The Trump Office stood in a large H20 inventory, because it tighs export restrictions on advanced chips and no longer can ship.
“Some of what we wrote are difficult to restore, but it will not be lasting,” Wednesday said.
The company said that the production of the previous hopper generation needs to be reconstructed, the H20 is once a customer orders.
“Customers’ old orders were canceled. They have changed their requirements. We must start a supply chain,” he said, said that this period was nine months.
Huang met with government officials before and speech at the Capture Chain Conference in the capital ChineseDeepseek and the progress of production in AI, prepared by companies such as Alibaba.
Huang’s visit to Beijing comes after the company Trust has been bought Licenses for the H20 Chip from Trump management will be approved by dramatic reverse licenses to export a special AI product for China.
Trading Secretary Howard Lutnick Said on Tuesday Washington’s policy was part of the latest trade talks between America and Chinese talks in London and Geneva.
“I went to DC a week ago and I came to China. I came to China. He said,” Do a good trip. “
“I did not change the opinion of the president ….. This was completely managed by the US government and the Chinese government,” he said.
“A regime for export department and global exchange as a column of national security and a global exchange here.”
The approval to restore its shipments and warned that after the Huang in Washington, as an intensive lobby campaign by Huang, as American companies, as American companies, as American companies, could not send their lead as Huawei.
Nvidia announced a new Chinese special graphic processing section on Tuesday, on Tuesday, which was fully compared to the present export control. Last week, the Financial Times said NVIDIA plans to launch an updated Chinese chip based on the Blackwell RTX Pro 6000 processor.
Huang, on Wednesday that the new chip is well suited to automated production.
Stacy Rasgon, the US-wedge in Bernstein, which covers the US chip industry, will compete in the Pivot of the White House “NVIDia” and “protect the advantages of ecosystem.” He noted that the revenue in the opposite of the politics is the profitability of the chipmaker until next year.
“Jensen has carefully cultivated the members of Trump and managers, as well as open the risks of protecting the ban,” he said.
Although the performance of the H20’s performance is facing the competition of local competitors, the Chinese Internet companies are expected to need to rely on the NVIDIA’s CUDA program and need to meet the rising needs for AI workload.
Jefferier analysts wrote that the relaxation of export restrictions means “improved” for large players, including Alibaba, Tencent and Baidu. The fresh GPU supply will allow you to capitalize the growing demand for more computing power.
“Customers in various sectors are also accepted by sectors such as the Internet, Fintech, education and home, but also in the cloud of AI and (te),” Capital analyst Thomas Chong wrote.
