Nvidia’s plan to resume H20 chip sales in China faces delays due to export license issues and supply chain constraints. Analysts expect minimal near-term impact, with stronger momentum likely in 2026.

Nvidia Corp. and Advanced Micro Devices Inc. plan to resume sales of some AI chips in China after securing Washington’s assurances that such shipments would get approved, a dramatic reversal from the Trump administration’s earlier stance on measures designed to limit Beijing’s AI ambitions.