黄仁勋今年第三次来华：英伟达将恢复H20中国销售

Group 1 - NVIDIA will resume sales of the H20 chip in China and has announced a new fully compatible GPU for the Chinese market [2] - The H20 chip, designed specifically for the Chinese market, is based on NVIDIA's Hopper architecture and features advanced CoWoS packaging technology, suitable for vertical model training and inference, but not for trillion-scale model training [2] - NVIDIA's CEO Jensen Huang has stated that the U.S. government has assured the company that it will grant a license for the resale of the H20 GPU, and NVIDIA aims to start deliveries soon [2] Group 2 - In the first quarter of fiscal year 2026, NVIDIA's revenue from the China market (including Hong Kong) reached $5.522 billion, accounting for 12.53% of the total revenue of $44 billion for the quarter, representing a year-on-year growth of 121% [3] - Huang emphasized that AI has become a fundamental resource, akin to energy, water, and the internet, and that NVIDIA is committed to supporting open-source research and application development to promote AI accessibility [3]