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No Near-Term Lifeline From China for Nvidia's H20 Chips

CHINA, JUL 22 – US eased export controls on Nvidia's H20 AI chips following a June deal tied to Chinese rare earth minerals, but production challenges and supplier reluctance may delay meeting demand.

Summary by CNBC
The company previously told analysts that revenue from these chips will be negligible until at least the fourth quarter.

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Politico broke the news in on Tuesday, July 22, 2025.
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