In an unexpected turn in the global tech landscape, NVIDIA has announced that it will resume sales of its H20 GPU in China, after negotiations with the U.S. government. The resumption comes after a key meeting between the company's CEO, Jensen Huang, and former President Donald Trump at the White House.
The company has stated that it has already submitted the necessary application to resume marketing its H20 GPU in China, which is designed to comply with export restrictions imposed by the United States. They have received assurances that the authorization will arrive soon, which will allow them to resume shipments imminently.
This move represents a significant relief for NVIDIA, which had booked provisions of $5.5 billion due to blockages in shipping the processor to China. The absence of the Chinese market had forced the company to treat any residual income as extraordinary gains, distancing it from its regular forecasts.
Along with this news, Huang unveiled the new RTX PRO GPU, specifically designed for the Chinese market. This new product is designed to comply with current regulations and is ideal for artificial intelligence applications in smart factories and logistics. This initiative underscores NVIDIA's desire to remain active in China despite the increasing restrictions.
In his remarks in Washington, D.C., Huang highlighted the importance of maintaining the United States' technological leadership. in artificial intelligence. According to the executive, civilian models should operate on the American technological infrastructure, thereby incentivizing other nations to choose America as their technological ally.
The global outlook sees NVIDIA expanding firmly, backed by a UBS report that anticipates future revenues of $1.5 trillion derived from data centers. The company has already identified numerous artificial intelligence infrastructure projects, reaffirming its leadership position.
This license to resume operations in China is not only a victory for NVIDIA, but also a crucial moment in the geopolitical relations between the United States. and China. The return of the H20 chips could temporarily ease tensions, opening a new chapter in the technological battle between the two powers.
Finally, the United States' decision. grants NVIDIA a valuable second chance to maximize its market strategy by designing chips tailored to specific regulations, maintaining its hegemony in a highly competitive and strategic industry.
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