Nvidia(US:NVDA) 半导体行业观察·2025-08-09 02:17Core Viewpoint - The U.S. Department of Commerce has begun issuing export licenses to Nvidia, allowing the company to export H chips to China after a meeting between President Trump and Jensen Huang [1][2][3] Group 1: Export License Issuance - The issuance of export licenses for H chips to Nvidia follows weeks of delay after the Biden administration had previously imposed export controls on advanced AI chips [2][4] - Jensen Huang's visit to the White House and discussions with President Trump were pivotal in changing the administration's stance on the export of H chips to China [2][3] Group 2: Market Impact and Reactions - Nvidia expressed frustration over the delay in receiving export licenses, which came three weeks after the initial decision [2] - The restrictions imposed earlier resulted in Nvidia losing $4.5 billion in the July quarter and missing out on an additional $2.5 billion in sales, significantly impacting the company's operations in the Chinese market [4] - The initial export restrictions were viewed as a move that could sever Nvidia's connection to a projected $50 billion market in China over the next two to three years [4]