Nvidia recently announced in a blog post that the U.S. government has lifted its export ban—originally imposed in April 2025—on the company’s AI chips to China. The Washington Post reported on the development and cited commentary from Min-yen Chiang, Deputy Director of the Economic Security Program at DSET.
According to the report, Nvidia is currently filing license applications with the U.S. government to export its H20 chips to China. The company stated it had received assurances that licenses would be granted. The H20 chip was specifically designed to comply with U.S. export restrictions and tailored for the Chinese market, making this regulatory reversal particularly significant.
Other media outlets have confirmed that Nvidia CEO Jensen Huang has publicly acknowledged the policy change and expressed hope that shipments to China will begin soon.
Earlier this month, Nvidia became the first publicly traded company to close at a $4 trillion market capitalization. Company filings indicate that approximately 13 percent of its 2024 revenue came from China—highlighting the Chinese market’s ongoing strategic importance to the firm.
While some in Washington have voiced concerns that exporting AI chips to China could bolster Beijing’s military capabilities and undermine the U.S.’s competitive edge in advanced technologies, Huang has maintained that retaining American leadership in AI requires U.S. technologies to remain the “global standard” and to be widely used by developers worldwide.
Commenting on the broader implications of the policy shift, Min-yen Chiang noted that Trump’s more unpredictable and “transactional” approach to export controls has raised concerns among international partners. These partners are essential to any effective effort to limit China’s access to advanced technologies.
“We need the long term commitment from the U.S. side to coordinate these likeminded countries to achieve the same strategic goal,” Chiang said. “But that is not what we see at this moment.”
According to The Washington Post, Huang is currently making his third trip to China this year, during which he is expected to meet with Chinese government officials and industry leaders. The Paper, a state-run Chinese outlet, wrote that Huang’s visit “reaffirms his commitment to the Chinese market at a critical moment.”
