Nvidia, which stands to make billions, pushes back as Democratic senators criticize the Trump administration for letting the company resume the AI GPU sales to China.

Nvidia has ordered 300,000 H20 GPUs from TSMC as Chinese demand surges, despite political backlash over national security risks. The U.S. still hasn’t approved export licenses, but Nvidia aims to retain its foothold in China’s AI market,

Nvidia (NVDA) shares remain in focus following a Reuters report that the company is warming up to resume its business in China. NVDA has placed an order with Taiwan Semiconductor (TSM) for some 300,000 of its H20 AI chips to meet the anticipated pent-up demand that’s about to be unlocked in China.

President Trump is facing growing pushback on multiple fronts over his administration’s decision to allow Nvidia to sell its H20 chips to China, a move that critics argue could give Beijing a leg up in the race to develop artificial intelligence (AI).

Demand in China has begun surging for a business that, in theory, shouldn't exist: the repair of advanced Nvidia artificial intelligence chipsets that the U.S. has banned the export of to its trade and tech rival.

Nvidia's China revenue may return, but recovery faces challenges. Explore market insights on valuation, growth, and impact of alternatives.

The letter states that allowing sales of the H20 AI chip to China could hurt the U.S.'s AI "edge" and further chip bottlenecks in the U.S.