L2 · ChipsAccelerator⬦ Chokepoint

Nvidia H20 (China-spec)

The export-throttled Nvidia chip at the center of US-China policy

Map

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AI Intelligence Graph

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Follows the graph · 1 entity

Full file coming soon. Nvidia H20 (China-spec)'s links, deals and figures below are what the graph holds today.Not collected yet: 360, Money, Investors, Market share, People and hiring, Legal, News and events, Earnings calls. Anthropic is the first complete company file (people, investors, legal, hiring, birth to now); other companies follow one at a time. Open Anthropic's file

Overview

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Forecast record

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L2 Chips · Accelerator · chokepoint

Nvidia H20 (China-spec)

The export-throttled Nvidia chip at the center of US-China policy

Part of

RSS
Links
5
Deals from filings
0
Exposed if it fails
2
7 within 2 steps
It depends on
0
0 within 2 steps

No company file yet: revenue, customers and other figures appear here once they are taken from its filings.

What it is

The H20 is Nvidia's Hopper chip cut down to satisfy US export rules for China; it was banned in April 2025, then conditionally re-allowed in mid-2025 under a reported 15% revenue-to-US arrangement, only for Beijing to discourage or restrict its purchase over security and self-sufficiency concerns. It is the single most politically charged product in the US-China AI-chip fight and drove Chinese buyers toward Ascend and Cambricon.

Key facts

from its map entry
2025
Banned, then conditionally re-allowed
Successor
B30A debate

Pick a link to move the graph there: · · · ·

Connections5 links

Pulled 28 Oct 2026 · AI Systems Map links

Who depends on it

2

Rivals

1

Policy

2

Compare two: what Nvidia H20 (China-spec) shares with another entity

Pick a second entity to see their direct links, the suppliers, backers, rivals and regulators they share, and the deals with the same parties. The graph lights the same set.

Data sources1 source

SourceFeedsData datedPulledPulled againStatus
AI Systems Map links5 links; built July 2026, deals re-checked against filings 27 to 28 Oct 2026Connections·28 Oct 2026when the map is reviewedhand-built; deals checked against filings

Times are New York time. Free sources are pulled on the schedule shown by the pipeline runner (data/corpus/run_pipelines.py), which logs every run; paid sources run only with the owner's yes; filings and newsroom pages are re-read when a new document is filed.

Links come from the AI Systems Map ontology. Deals carry the filing's own wording and a quote, checked against the document; latest source 2026-10-26. Not investment advice.