Nvidia has filed to resume Chinese H20 AI chip exports after U.S. assurances on approvals.
The pause would cost Nvidia a potential $8 billion hit in Q2, the company claimed.
A geopolitical play and a huge win for Nvidia—but no military-grade chips yet.
Nvidia data centers and chips are powering the AI industry (Nvidia).
Nvidia gets U.S. approval to ship H20 AI chips to China, reversing export
curbs—huge for AI, stocks, and geopolitics.
A Sudden Reboot in the Chip Wars
Back in April, the U.S. government slammed the brakes on Nvidia’s H20 artificial intelligence (AI) chip exports to China. The fallout wasn’t subtle. Nvidia failed
to meet expectations by about $1.2 billion in Q1, warned
of an $8 billion Q2 hit, and took jaw-dropping $4.5
billion inventory hit. It looked like the AI chip party—at least in
China—was over.
The H20 is part of Nvidia’s China-specific lineup—a slightly “nerfed”
version of its H100 GPU, designed to stay within the boundaries of U.S. export
controls. While it doesn’t have the raw muscle of Nvidia’s flagship chips, it’s
still a formidable piece of hardware, purpose-built for enterprise AI, data
centers, and cloud computing. Think of it as a clever compromise: powerful
enough to meet Chinese demand, but not scary enough to trip Washington’s
security alarms.
With the H20 back in play, Nvidia isn’t just re-entering the China
market—it’s doubling down on a strategy that straddles profit and policy.
Wall Street Loves a Good Plot Twist
Predictably, Nvidia’s share price soared. The company is hovering
around a $4 trillion
market cap, and this China green light adds another growth chapter to
the AI gold rush. For suppliers like Samsung, which
provides memory for the H20 and other Nvidia chips, the news was equally
bullish. Analysts expect surging demand for HBM3 and GDDR7 memory—the key pieces
of tech that enable the latest chips.
Nvidia's market cap at the time of writing (screenshot).
Nvidia’s stock story has been one of dominance, innovation, and just
enough political maneuvering to stay ahead of regulation. With China back in
the revenue column, the company may claw back billions that looked lost just
weeks ago.
The Tightrope Between Politics and Profit
Of course, this isn’t just about hardware. It’s a diplomatic balancing
act with Jensen Huang as its acrobatic lead. Nvidia’s CEO has been walking a
tightrope—meeting with American lawmakers one day and flying to Beijing the
next. His pitch? Letting Nvidia sell to China isn’t a national security
threat—it’s an economic necessity for the U.S. to remain AI-relevant. Indeed,
he’s even telling the U.S. to onshore
much of its tech manufacturing.
Washington doesn’t exactly agree, especially when it comes to “dual-use” concerns—tech that
could power both industry and military. But Huang insists that the H20, like
the newer RTX Pro variant just launched, is designed for civilian applications
like logistics, industrial automation, and cloud services. That might be true
for now—but long-term, the game is bigger than any one chip.
China’s Not Just Waiting Around
While Nvidia’s licenses get rubber-stamped, China isn’t sitting idle. Beijing
is throwing massive resources at developing homegrown AI chip alternatives.
Nvidia may be back in the market today, but the long-term play for China is
tech independence. That means Nvidia’s position—though strong—might not be as
permanent as investors would like.
This return to the Chinese market is undeniably a big win, but it may
also be the start of a much fiercer race, one where geopolitical tensions and
technological supremacy are fully intertwined.
The Takeaway
Nvidia’s resumption of H20 chip sales to China is more than a licensing
update—it’s a turning point. The company is poised to recover billions in lost
revenue, with financial upside extending to memory suppliers like Samsung and
other players in the AI chip ecosystem.
But this is also a story of timing: Nvidia’s presence in China depends
on a fragile balance between regulatory permissions and fast-moving
competition. The U.S. wants to keep cutting-edge AI out of Beijing’s hands,
while Nvidia wants to maintain its global dominance. For now, the two have
found a workaround. But the tension between profit and policy isn’t going
away—it’s just entering a new chapter.
For more stories around the edge of finance and tech, visit our Trending section.
Nvidia gets U.S. approval to ship H20 AI chips to China, reversing export
curbs—huge for AI, stocks, and geopolitics.
A Sudden Reboot in the Chip Wars
Back in April, the U.S. government slammed the brakes on Nvidia’s H20 artificial intelligence (AI) chip exports to China. The fallout wasn’t subtle. Nvidia failed
to meet expectations by about $1.2 billion in Q1, warned
of an $8 billion Q2 hit, and took jaw-dropping $4.5
billion inventory hit. It looked like the AI chip party—at least in
China—was over.
The H20 is part of Nvidia’s China-specific lineup—a slightly “nerfed”
version of its H100 GPU, designed to stay within the boundaries of U.S. export
controls. While it doesn’t have the raw muscle of Nvidia’s flagship chips, it’s
still a formidable piece of hardware, purpose-built for enterprise AI, data
centers, and cloud computing. Think of it as a clever compromise: powerful
enough to meet Chinese demand, but not scary enough to trip Washington’s
security alarms.
With the H20 back in play, Nvidia isn’t just re-entering the China
market—it’s doubling down on a strategy that straddles profit and policy.
Wall Street Loves a Good Plot Twist
Predictably, Nvidia’s share price soared. The company is hovering
around a $4 trillion
market cap, and this China green light adds another growth chapter to
the AI gold rush. For suppliers like Samsung, which
provides memory for the H20 and other Nvidia chips, the news was equally
bullish. Analysts expect surging demand for HBM3 and GDDR7 memory—the key pieces
of tech that enable the latest chips.
Nvidia's market cap at the time of writing (screenshot).
Nvidia’s stock story has been one of dominance, innovation, and just
enough political maneuvering to stay ahead of regulation. With China back in
the revenue column, the company may claw back billions that looked lost just
weeks ago.
The Tightrope Between Politics and Profit
Of course, this isn’t just about hardware. It’s a diplomatic balancing
act with Jensen Huang as its acrobatic lead. Nvidia’s CEO has been walking a
tightrope—meeting with American lawmakers one day and flying to Beijing the
next. His pitch? Letting Nvidia sell to China isn’t a national security
threat—it’s an economic necessity for the U.S. to remain AI-relevant. Indeed,
he’s even telling the U.S. to onshore
much of its tech manufacturing.
Washington doesn’t exactly agree, especially when it comes to “dual-use” concerns—tech that
could power both industry and military. But Huang insists that the H20, like
the newer RTX Pro variant just launched, is designed for civilian applications
like logistics, industrial automation, and cloud services. That might be true
for now—but long-term, the game is bigger than any one chip.
China’s Not Just Waiting Around
While Nvidia’s licenses get rubber-stamped, China isn’t sitting idle. Beijing
is throwing massive resources at developing homegrown AI chip alternatives.
Nvidia may be back in the market today, but the long-term play for China is
tech independence. That means Nvidia’s position—though strong—might not be as
permanent as investors would like.
This return to the Chinese market is undeniably a big win, but it may
also be the start of a much fiercer race, one where geopolitical tensions and
technological supremacy are fully intertwined.
The Takeaway
Nvidia’s resumption of H20 chip sales to China is more than a licensing
update—it’s a turning point. The company is poised to recover billions in lost
revenue, with financial upside extending to memory suppliers like Samsung and
other players in the AI chip ecosystem.
But this is also a story of timing: Nvidia’s presence in China depends
on a fragile balance between regulatory permissions and fast-moving
competition. The U.S. wants to keep cutting-edge AI out of Beijing’s hands,
while Nvidia wants to maintain its global dominance. For now, the two have
found a workaround. But the tension between profit and policy isn’t going
away—it’s just entering a new chapter.
For more stories around the edge of finance and tech, visit our Trending section.
Louis Parks has lived and worked in and around the Middle East for much of his professional career. He writes about the meeting of the tech and finance worlds.
Why Silver Is Surging With Gold and Why Citi Predicts $150 Price in 2026
Hannah Hill on Innovation, Branding & Award-Winning Technology | Executive Interview | AXI
Hannah Hill on Innovation, Branding & Award-Winning Technology | Executive Interview | AXI
Recorded live at FMLS:25, this executive interview features Hannah Hill, Head of Brand and Sponsorship at AXI, in conversation with Finance Magnates, following AXI’s win for Most Innovative Broker of the Year 2025.
In this wide-ranging discussion, Hannah shares insights on:
🔹What winning the Finance Magnates award means for AXI’s credibility and innovation
🔹How the launch of AXI Select, the capital allocation program, is redefining industry standards
🔹The development and rollout of the AXI trading app across multiple markets
🔹Driving brand evolution alongside technological advancements
🔹Encouraging and recognizing teams behind the scenes
🔹The role of marketing, content, and social media in building product awareness
Hannah explains why standout products, strategic branding, and a focus on innovation are key to growing visibility and staying ahead in a competitive brokerage landscape.
🏆 Award Highlight: Most Innovative Broker of the Year 2025
👉 Subscribe to Finance Magnates for more executive interviews, industry insights, and exclusive coverage from the world’s leading financial events.
#FMLS25 #FinanceMagnates #MostInnovativeBroker #TradingTechnology #FinTech #Brokerage #ExecutiveInterview #AXI
Recorded live at FMLS:25, this executive interview features Hannah Hill, Head of Brand and Sponsorship at AXI, in conversation with Finance Magnates, following AXI’s win for Most Innovative Broker of the Year 2025.
In this wide-ranging discussion, Hannah shares insights on:
🔹What winning the Finance Magnates award means for AXI’s credibility and innovation
🔹How the launch of AXI Select, the capital allocation program, is redefining industry standards
🔹The development and rollout of the AXI trading app across multiple markets
🔹Driving brand evolution alongside technological advancements
🔹Encouraging and recognizing teams behind the scenes
🔹The role of marketing, content, and social media in building product awareness
Hannah explains why standout products, strategic branding, and a focus on innovation are key to growing visibility and staying ahead in a competitive brokerage landscape.
🏆 Award Highlight: Most Innovative Broker of the Year 2025
👉 Subscribe to Finance Magnates for more executive interviews, industry insights, and exclusive coverage from the world’s leading financial events.
#FMLS25 #FinanceMagnates #MostInnovativeBroker #TradingTechnology #FinTech #Brokerage #ExecutiveInterview #AXI
Executive Interview | Dor Eligula | Co-Founder & Chief Business Officer, BridgeWise | FMLS:25
Executive Interview | Dor Eligula | Co-Founder & Chief Business Officer, BridgeWise | FMLS:25
In this session, Jonathan Fine form Ultimate Group speaks with Dor Eligula from Bridgewise, a fast-growing AI-powered research and analytics firm supporting brokers and exchanges worldwide.
We start with Dor’s reaction to the Summit and then move to broker growth and the quick wins brokers often overlook. Dor shares where he sees “blue ocean” growth across Asian markets and how local client behaviour shapes demand.
We also discuss the rollout of AI across investment research. Dor gives real examples of how automation and human judgment meet at Bridgewise — including moments when analysts corrected AI output, and times when AI prevented an error.
We close with a practical question: how retail investors can actually use AI without falling into common traps.
In this session, Jonathan Fine form Ultimate Group speaks with Dor Eligula from Bridgewise, a fast-growing AI-powered research and analytics firm supporting brokers and exchanges worldwide.
We start with Dor’s reaction to the Summit and then move to broker growth and the quick wins brokers often overlook. Dor shares where he sees “blue ocean” growth across Asian markets and how local client behaviour shapes demand.
We also discuss the rollout of AI across investment research. Dor gives real examples of how automation and human judgment meet at Bridgewise — including moments when analysts corrected AI output, and times when AI prevented an error.
We close with a practical question: how retail investors can actually use AI without falling into common traps.
Brendan Callan joined us fresh off the Summit’s most anticipated debate: “Is Prop Trading Good for the Industry?” Brendan argued against the motion — and the audience voted him the winner.
In this interview, Brendan explains the reasoning behind his position. He walks through the message he believes many firms avoid: that the current prop trading model is too dependent on fees, too loose on risk, and too confusing for retail audiences.
We discuss why he thinks the model grew fast, why it may run into walls, and what he believes is needed for a cleaner, more responsible version of prop trading.
This is Brendan at his frankest — sharp, grounded, and very clear about what changes are overdue.
Brendan Callan joined us fresh off the Summit’s most anticipated debate: “Is Prop Trading Good for the Industry?” Brendan argued against the motion — and the audience voted him the winner.
In this interview, Brendan explains the reasoning behind his position. He walks through the message he believes many firms avoid: that the current prop trading model is too dependent on fees, too loose on risk, and too confusing for retail audiences.
We discuss why he thinks the model grew fast, why it may run into walls, and what he believes is needed for a cleaner, more responsible version of prop trading.
This is Brendan at his frankest — sharp, grounded, and very clear about what changes are overdue.
Elina Pedersen on Growth, Stability & Ultra-Low Latency | Executive Interview | Your Bourse
Elina Pedersen on Growth, Stability & Ultra-Low Latency | Executive Interview | Your Bourse
Recorded live at FMLS:25 London, this executive interview features Elina Pedersen, in conversation with Finance Magnates, following her company’s win for Best Connectivity 2025.
🔹In this wide-ranging discussion, Elina shares insights on:
🔹What winning a Finance Magnates award means for credibility and reputation
🔹How broker demand for stability and reliability is driving rapid growth
🔹The launch of a new trade server enabling flexible front-end integrations
🔹Why ultra-low latency must be proven with data, not buzzwords
🔹Common mistakes brokers make when scaling globally
🔹Educating the industry through a newly launched Dealers Academy
🔹Where AI fits into trading infrastructure and where it doesn’t
Elina explains why resilient back-end infrastructure, deep client partnerships, and disciplined focus are critical for brokers looking to scale sustainably in today’s competitive market.
🏆 Award Highlight: Best Connectivity 2025
👉 Subscribe to Finance Magnates for more executive interviews, industry insights, and exclusive coverage from the world’s leading financial events.
#FMLS25 #FinanceMagnates #BestConnectivity #TradingTechnology #UltraLowLatency #FinTech #Brokerage #ExecutiveInterview
Recorded live at FMLS:25 London, this executive interview features Elina Pedersen, in conversation with Finance Magnates, following her company’s win for Best Connectivity 2025.
🔹In this wide-ranging discussion, Elina shares insights on:
🔹What winning a Finance Magnates award means for credibility and reputation
🔹How broker demand for stability and reliability is driving rapid growth
🔹The launch of a new trade server enabling flexible front-end integrations
🔹Why ultra-low latency must be proven with data, not buzzwords
🔹Common mistakes brokers make when scaling globally
🔹Educating the industry through a newly launched Dealers Academy
🔹Where AI fits into trading infrastructure and where it doesn’t
Elina explains why resilient back-end infrastructure, deep client partnerships, and disciplined focus are critical for brokers looking to scale sustainably in today’s competitive market.
🏆 Award Highlight: Best Connectivity 2025
👉 Subscribe to Finance Magnates for more executive interviews, industry insights, and exclusive coverage from the world’s leading financial events.
#FMLS25 #FinanceMagnates #BestConnectivity #TradingTechnology #UltraLowLatency #FinTech #Brokerage #ExecutiveInterview
In this video, we take an in-depth look at @BlueberryMarketsForex , a forex and CFD broker operating since 2016, offering access to multiple trading platforms, over 1,000 instruments, and flexible account types for different trading styles.
We break down Blueberry’s regulatory structure, including its Australian Financial Services License (AFSL), as well as its authorisation and registrations in other jurisdictions. The review also covers supported platforms such as MetaTrader 4, MetaTrader 5, cTrader, TradingView, Blueberry.X, and web-based trading.
You’ll learn about available instruments across forex, commodities, indices, share CFDs, and crypto CFDs, along with leverage options, minimum and maximum trade sizes, and how Blueberry structures its Standard and Raw accounts.
We also explain spreads, commissions, swap rates, swap-free account availability, funding and withdrawal methods, processing times, and what traders can expect from customer support and additional services.
Watch the full review to see whether Blueberry’s trading setup aligns with your experience level, strategy, and risk tolerance.
📣 Stay up to date with the latest in finance and trading. Follow Finance Magnates for industry news, insights, and global event coverage.
Connect with us:
🔗 LinkedIn: /financemagnates
👍 Facebook: /financemagnates
📸 Instagram: https://www.instagram.com/financemagnates
🐦 X: https://x.com/financemagnates
🎥 TikTok: https://www.tiktok.com/tag/financemagnates
▶️ YouTube: /@financemagnates_official
#Blueberry #BlueberryMarkets #BrokerReview #ForexBroker #CFDTrading #OnlineTrading #FinanceMagnates #TradingPlatforms #MarketInsights
In this video, we take an in-depth look at @BlueberryMarketsForex , a forex and CFD broker operating since 2016, offering access to multiple trading platforms, over 1,000 instruments, and flexible account types for different trading styles.
We break down Blueberry’s regulatory structure, including its Australian Financial Services License (AFSL), as well as its authorisation and registrations in other jurisdictions. The review also covers supported platforms such as MetaTrader 4, MetaTrader 5, cTrader, TradingView, Blueberry.X, and web-based trading.
You’ll learn about available instruments across forex, commodities, indices, share CFDs, and crypto CFDs, along with leverage options, minimum and maximum trade sizes, and how Blueberry structures its Standard and Raw accounts.
We also explain spreads, commissions, swap rates, swap-free account availability, funding and withdrawal methods, processing times, and what traders can expect from customer support and additional services.
Watch the full review to see whether Blueberry’s trading setup aligns with your experience level, strategy, and risk tolerance.
📣 Stay up to date with the latest in finance and trading. Follow Finance Magnates for industry news, insights, and global event coverage.
Connect with us:
🔗 LinkedIn: /financemagnates
👍 Facebook: /financemagnates
📸 Instagram: https://www.instagram.com/financemagnates
🐦 X: https://x.com/financemagnates
🎥 TikTok: https://www.tiktok.com/tag/financemagnates
▶️ YouTube: /@financemagnates_official
#Blueberry #BlueberryMarkets #BrokerReview #ForexBroker #CFDTrading #OnlineTrading #FinanceMagnates #TradingPlatforms #MarketInsights
