According to the media, you will now need a special license to act indefinitely for the export of these chips to China, including Hong Kong and Macau. This is because the fears of US officials can be used to create super computers in China that can strengthen the country’s technological and military potential.
The H20 is a specially designed processor to comply with previous US export restrictions introduced by NVIDIA in 2022. Nvidia (eg, H100) is less powerful than the top chips, but it is still requested by Chinese companies such as Tencent and Alibaba to teach II models. In particular, the chip was used by Deepseek initiative to create a R1 model that surprised the market in January 2025.
Nvidia, due to new rules, the company, in the first quarter of 2026 expects $ 5.5 billion damages, he said.
Source: Ferra

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