
- Nvidia’s China-specific H20 chips are off-sale, but scaled-down Blackwell chips could be approved
- China is a $50 billion opportunity for Nvidia, with potential for 50% annual growth
- China may not want to buy Nvidia chips over supposed security risks and US comments
Nvidia CEO Jensen Huang said that discussions with the US Government on allowing scaled-down Blackwell GPU sales to China have started, but it could take time to reach a deal.