China loves Nvidia

China distrusts Nvidia.

July 31, 2025

Jon Peddie

Chinese firms want Nvidia to order hundreds of thousands more H20 AI chips from TSMC, beyond the 700,000 already in stock, showing strong demand despite weaker specs than US chips. The H20, a downgraded H100 for China, faces a cybersecurity probe over alleged backdoor risks, which Nvidia denies. US export controls limit performance, aiming to curb military use, but Nvidia warns restrictions could push developers toward Huawei. Nvidia sold approximately 1 million H20s in 2024, expects more in 2025, and sees China as vital despite ongoing trade and security tensions. Chinese companies are urging Nvidia to order hundreds of thousands

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China loves Nvidia

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