📰 Nvidia (NVDA) Limits H20 Chip Supplies in China Amid U.S. Export Controls, Plans RTX Pro Launch

📅 Jul 20, 2025, 17:33 EDT | 🔗 Source: Reuters

🧠 Summary

Nvidia is limiting supplies of its powerful H20 AI chips to Chinese customers due to U.S. export restrictions but plans a new compliant RTX Pro GPU while navigating licensing approvals and manufacturing delays, impacting near-term chip availability.

💡 Why this signal?

  • Nvidia's supply constraints for H20 chips in China will temporarily reduce revenue from this market but preserve longer-term presence due to new compliant products.
  • The U.S. export restrictions and licensing delays limit Nvidia’s immediate sales potential in China but open opportunities for competitors to gain market share.
  • Development of RTX Pro GPU signals Nvidia’s strategic adaptation to regulatory challenges, maintaining its competitive edge amid production setbacks.

📈 NVDA Price Trend

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