Description

Nvidia chief Jensen Huang said it would “accel­er­ate the recov­ery” of its China sales, after a détente between Beijing and Wash­ing­ton allowed the lead­ing AI chip­maker to resume ship­ments of a key pro­cessor spe­cific­ally designed for the Chinese mar­ket.

Huang told a press con­fer­ence in the Chinese cap­ital yes­ter­day that the com­pany had not yet received export licences from Wash­ing­ton to restart ship­ments of its H20 product, but he expec­ted them “to come through very shortly”.

Nvidia had repor­ted a $4.5bn write­down in its April quarter, as the Trump admin­is­tra­tion tightened export restric­tions on advanced chips and it was left with a huge H20 invent­ory it could no longer ship.

“Some of what we wrote off is hard to recover, but what we put on reserve will not be scrapped per­man­ently,” he said.

The com­pany would make a final decision about whether it needed to restart pro­duc­tion of its pre­vi­ous Hop­per gen­er­a­tion, of which the H20 was part, once cus­tomer orders came through, he added.

“The cus­tom­ers’ old orders have been can­celled. Their demands may have changed. We have to start the sup­ply chain,” he said, not­ing that the pro­cess takes nine months.

Huang had earlier met gov­ern­ment offi­cials and delivered a speech at a sup­ply chain con­fer­ence, where he praised China’s man­u­fac­tur­ing prowess and advance­ments in AI made by com­pan­ies such as Deep­Seek and Alibaba.

Huang’s trip to Beijing comes after the com­pany received assur­ances from the US admin­is­tra­tion that it would approve licences for its H20 chip, in a dra­matic reversal of the April ban on export­ing its ded­ic­ated AI product for China.

Com­merce sec­ret­ary Howard Lut­nick said on Tues­day that Wash­ing­ton’s policy change had been part of recent trade talks between Amer­ican and Chinese nego­ti­at­ors in Lon­don and Geneva.

The approval to resume ship­ments is a sig­ni­fic­ant win for Nvidia and comes after an intense lob­by­ing cam­paign by Huang in Wash­ing­ton, dur­ing which he warned that the US risked ced­ing its lead­er­ship in arti­fi­cial intel­li­gence to Chinese com­pan­ies, such as Hua­wei, if Amer­ican com­pan­ies could no longer ship hard­ware to the coun­try.

Nvidia also announced a new China-spe­cific graph­ics pro­cessing unit (GPU) on Tues­day that it said was fully com­pli­ant with cur­rent export con­trols. Last week, the Fin­an­cial Times repor­ted that Nvidia planned to release an updated China chip, based on its Black­well RTX Pro 6000 pro­cessor. Huang said yes­ter­day the new chip was well suited to auto­mated man­u­fac­tur­ing.

1. détente

词性：名词（来自法语）
释义：缓和（尤指国家之间的紧张关系），常用于描述冷战时期大国之间的外交转圜或局势降温。
例句：There are signs of a détente between the two rival nations.
（两个敌对国家之间出现了缓和的迹象。）

记忆提示：想象两国剑拔弩张，忽然“降温”了，出现 détente。

词性：名词 / 动词
作为名词：① 大厅（如宾馆或政府建筑的入口处）② 游说团体
作为动词：游说（向官员或立法机构施加影响）

例句（名词）：The tobacco lobby is very powerful in some countries.
（烟草游说集团在某些国家势力强大。）
例句（动词）：They lobbied Congress to pass the new law.
（他们游说国会通过新法案。）

词性：动词
释义：割让（土地、权利）；让出，通常指在压力下被迫交出控制权或领土。
例句：The country was forced to cede part of its territory after the war.
（战后，该国被迫割让部分领土。）

联想法：cede ≈ “surrender” （投降/放弃）

词性：短语结构
释义：非常适合……，用于描述某人或某物与某工作、环境或用途高度匹配
例句：She is well suited to the role of a team leader.
（她非常适合担任团队领导的角色。）