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CEO Huang aims to increase H20 chip supply for China
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H20 chip sales resume after US-China export talks
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Nvidia ( NVDA ) also developing RTX Pro GPU for Chinese market
(Updates with video.)
By Che Pan and Casey Hall
BEIJING/SHANGHAI, July 16 (Reuters) - Nvidia ( NVDA )
will ramp up supply of Chinese-compliant H20 chips in the coming
months and look to bring more advanced semiconductors to the
world's second-largest technology market, Chief Executive Jensen
Huang said at an event in Beijing.
Huang's remarks came after the world's most valuable company
said it planned to resume sales of the H20 artificial
intelligence chip to China, a move U.S. Commerce Secretary
Howard Lutnick said was part of negotiations on rare earths.
"H20 was released from its ban, the memory bandwidth is
extremely good, for LLMs and other new models it will be
excellent," Huang said.
"I hope to get more advanced chips into China. Today H20 is
still incredibly good, but in coming years, whatever we are
allowed to sell to China we will do so."
The planned resumption is a reversal of an export
restriction imposed in April over U.S. national security
concerns.
Huang has said that U.S. tech giant Nvidia's ( NVDA ) leadership
position could slip without sales to China, where developers
were being courted by Huawei Technologies with chips
produced in China.
His comments come days after he met with U.S. President
Donald Trump, as Nvidia ( NVDA ) walks a tightrope between the world's
two biggest economies, both vying for dominance in AI and other
cutting-edge technologies.
Huang told media on the sidelines of the supply chain expo
in Beijing that licenses for Chinese orders would be approved
swiftly, noting: "There are many order books already in."
Orders from Chinese companies for H20 chips need to be sent
by Nvidia ( NVDA ) to the U.S. government for approval.
NEW CHIP
Sources said internet giants ByteDance and Tencent ( TCTZF ) were in
the process of submitting applications. ByteDance denied it was
submitting applications while Tencent ( TCTZF ) did not respond to a
request for comment.
Nvidia ( NVDA ) has also announced it is developing a new chip for
Chinese clients called the RTX Pro GPU, that would also be
compliant with U.S. export restrictions.
Huang said the new chip would be designed specifically for
smart factories and for robot training purposes.
"Here in China, because there's so much robotics innovation
going on, and so much smart factory work being done here, and
the supply chain is so vast, RTX Pro is perfect," Huang said.
At the expo opening, he described AI models from Chinese
firms Deepseek, Alibaba ( BABA ) and Tencent ( TCTZF ) as
"world class" and said AI was "revolutionising" supply chains.