Nvidia’s H20 is back in China. But at what cost—and what does it reveal about the future of AI hardware?
After months of U.S. export restrictions, Nvidia’s China-specific GPU, the H20, is once again cleared for sale.
What changed? According to reports, Jensen Huang personally lobbied Donald Trump—warning that cutting China off would only accelerate Huawei’s rise.
An exclusive investment bank report shows why this matters:
◎China’s AI chipmakers are catching up fast.
◎Local market share is expected to surpass Nvidia and AMD by 2026.
◎Huawei’s cluster computing strategy is already reshaping the domestic landscape.
But without access to EUV tools or HBM memory, the gap in core hardware may only widen. We could be heading toward a world of two AI systems—divided by access, capability, and control.
cwnewsroom.substack.com
After months of U.S. export restrictions, Nvidia’s China-specific GPU, the H20, is once again cleared for sale.
What changed? According to reports, Jensen Huang personally lobbied Donald Trump—warning that cutting China off would only accelerate Huawei’s rise.
An exclusive investment bank report shows why this matters:
◎China’s AI chipmakers are catching up fast.
◎Local market share is expected to surpass Nvidia and AMD by 2026.
◎Huawei’s cluster computing strategy is already reshaping the domestic landscape.
But without access to EUV tools or HBM memory, the gap in core hardware may only widen. We could be heading toward a world of two AI systems—divided by access, capability, and control.
H20 Unbanned: What’s Spooking Nvidia and Trump in China’s AI Chip Race?
Liang-rong Chen
cwnewsroom.substack.com