英伟达宣布恢复对中国销售H20芯片

Group 1 - Nvidia is submitting a request to the US government to resume sales of the H20 chip to China, with assurances from the government for a license to be issued [2] - Nvidia plans to launch a new RTX PRO series chip, which is positioned as ideal for "smart factories and logistics digital twin AI" [3] - Nvidia's CEO Jensen Huang is visiting China for the third time since 2025, meeting with key figures including Xiaomi's founder Lei Jun [3] Group 2 - Nvidia's market capitalization surpassed $4 trillion in early July, making it the first company to reach this milestone [4] - The H20 chip, a customized AI chip for the Chinese market, was initially considered underwhelming but has seen increased demand due to the rise of AI applications [4] - Major Chinese tech companies like ByteDance, Tencent, and Alibaba are significant buyers of the H20 chip, with expected shipments in China for 2024 estimated at 600,000 to 800,000 units [6]