Nvidia has informed Chinese clients that the stock of its H20 HGX GPUs for AI is limited and production will not resume, despite a recent policy shift by the Trump administration allowing exports of these processors to China, reports The Information. The company plans to fulfill only existing orders using current inventory, but will not produce any more H20 products. Apparently, Nvidia is preparing a B30 GPU that will rely on the company's latest Blackwell architecture, reports the Commercial Times. 

Nvidia halted production of H20 silicon earlier this year as its exports were restricted by the U.S. government. The company had to cancel orders and abandon capacity reserved for H20 production at TSMC. Additionally, the company took a $4.5 billion write-down in the first quarter related to unsold inventory resulting from the April ban. Recently the Trump administration reconsidered its export rules and allowed AMD and Nvidia to sell their Instinct MI308 and H20 AI accelerators to China-based entities without an export license. However, it does not look like Nvidia plans to resume production of H20 anytime soon, as TSMC did not confirm new orders H20 orders last week. 

"[W]e did not receive the signal yet, so it is too early to give you an estimate," said C.C. Wei, chief executive of TSMC during the company's conference call. "But certainly, it is good news, right? I mean that China is a big market, and my customer can still continue to supply the chip to the big market, and it is a very positive news for them and in return is a very positive news to TSMC. Whether we are ready to increase our forecast, not yet. Another quarter, probably will be more appropriate to answer your question."

Nvidia has informed Chinese clients that the stock of its H20 HGX GPUs for AI is limited and production will not resume, despite a recent policy shift by the Trump administration allowing exports of these processors to China, reports The Information. The company plans to fulfill only existing orders using current inventory, but will not produce any more H20 products. Apparently, Nvidia is preparing a B30 GPU that will rely on the company's latest Blackwell architecture, reports the Commercial Times. 

Nvidia halted production of H20 silicon earlier this year as its exports were restricted by the U.S. government. The company had to cancel orders and abandon capacity reserved for H20 production at TSMC. Additionally, the company took a $4.5 billion write-down in the first quarter related to unsold inventory resulting from the April ban. Recently the Trump administration reconsidered its export rules and allowed AMD and Nvidia to sell their Instinct MI308 and H20 AI accelerators to China-based entities without an export license. However, it does not look like Nvidia plans to resume production of H20 anytime soon, as TSMC did not confirm new orders H20 orders last week. 

"[W]e did not receive the signal yet, so it is too early to give you an estimate," said C.C. Wei, chief executive of TSMC during the company's conference call. "But certainly, it is good news, right? I mean that China is a big market, and my customer can still continue to supply the chip to the big market, and it is a very positive news for them and in return is a very positive news to TSMC. Whether we are ready to increase our forecast, not yet. Another quarter, probably will be more appropriate to answer your question."