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Source: Nvidia CEO Jensen Huang can resume AI chip sales to China after Trump meeting
英伟达首席执行官黄仁勋上周在白宫会见了美国总统唐纳德·特朗普，试图说服他取消阻碍公司发展的出口管制。此后，英伟达将恢复向中国销售其 H20 AI 芯片。 据英伟达的一份声明称，特朗普政府已向英伟达保证，将授予芯片出口许可证，从而结束了数月来严重影响该公司进入其最大市场之一的停运局面。 这一消息推动英伟达股价在盘前交易中飙升超过 5%。上周，这家芯片制造商成为历史上第一家市值超过 4 万亿美元的上市公司。 韦德布什证券高级分析师丹尼尔·艾夫斯周二称赞这一进展是“英伟达、人工智能革命理论和整个美国科技行业的分水岭”，并称这一决定是“人工智能教父黄仁勋和英伟达的巨大胜利”。 他补充说，随着中国市场重回正轨，这份绿灯可能会“在未来几年显著提升华尔街对英伟达的增长预期”。 今年4月，英伟达暂停了H20芯片的出货，导致45亿美元的库存减记，预计销售额损失25亿美元。 在特朗普政府实施许可要求（作为总统“解放日”贸易举措的一部分）后，该公司停止了这些芯片的销售。 此次暂停不仅影响了收入，还为中国竞争对手在人工智能主导地位的竞争中提供了机会。 这款芯片将成为英伟达最新一代Blackwell架构人工智能处理器的一部分。 根据英伟达最新的年度报告，在截至1月26日的财年，中国为英伟达创造了170亿美元的收入，占公司总销售额的13%。
Nvidia will resume sales of its H20 AI chips to China after CEO Jensen Huang met with President Donald Trump in the White House last week in an effort to convince him to remove export controls that had hamstrung the company.
The Trump administration has assured Nvidia that licenses to export the chips will be granted, ending months of halted shipments that had severely impacted the company’s access to one of its largest markets, according to a statement from the firm.
The news sent Nvidia’s stock soaring more than 5% in pre-market trading. Last week, the chipmaker became the first public company in history to surpass a $4 trillion market valuation.
Daniel Ives, senior analyst at Wedbush Securities, hailed the development on Tuesday as “a watershed moment for Nvidia, the AI Revolution thesis, and the overall US tech industry,” called the decision “a monster win for the Godfather of AI Jensen and Nvidia.”
He added that the green light will likely propel Wall Street’s growth estimates for Nvidia “meaningfully over the coming years with China back in the fold.”
In April, Nvidia had paused shipments of the H20 chips — leading to $4.5 billion in inventory write-downs and an estimated $2.5 billion in lost projected sales.
The company halted sales of the chips after the Trump Administration implemented a licensing requirement as part of the president’s “Liberation Day” trade moves.
The halt not only impacted revenue but gave Chinese rivals an opening in the race for AI dominance.
The chip would be part of Nvidia’s latest generation of Blackwell-architecture AI processors.
China generated $17 billion in revenue for Nvidia in the fiscal year ending January 26, accounting for 13% of the company’s total sales, according to its latest annual report.
