According to DeepLearning.AI, the White House has reversed its April ban, now allowing Nvidia to sell H20 processors and AMD to sell MI308 chips to Chinese customers. This policy shift follows lobbying by Nvidia CEO Jensen Huang, who emphasized that these AI chips lag behind U.S. flagship GPUs and committed $500 billion for domestic semiconductor fabrication. This development opens significant business opportunities for AI hardware vendors targeting the massive Chinese AI market, while reinforcing U.S. interests in on-shore semiconductor manufacturing. The move is expected to accelerate AI infrastructure growth in China and stimulate global AI supply chain activities (source: DeepLearning.AI, August 6, 2025).