Nvidia expected to return to China chip market as U.S. ease restrictions

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Nvidia is set to resume exports of its H20 chips to China after the ban in April. The Trump administration gave the company assurances last month, calling for a new fully compliant made-for-China chip. Analysts from brokerage firm Bernstein believe it will be hard for Nvidia to regain its previous market share, despite hopes of H20s returning to the Chinese market. According to the firm’s recent report, the tech company’s AI chip market share in Beijing would fall from 66% in 2024 to 54% in 2025...