The Trump administration's decision to allow Nvidia's H20 chips back into China has triggered a surge of urgent orders from major Chinese cloud providers, reviving not only Nvidia's outlook but also lifting sentiment across the AI semiconductor ecosystem.

NVIDIA's upcoming China-specific B30 AI GPU has estimated 75% of the performance of H20, with demand for B30 'significant' and orders already placed.

In April 2025, the U.S. expanded restrictions to include the Nvidia H20 chip, a China-specific version designed to comply with earlier export rules.

China plans to build 39 AI data centers using over 115,000 restricted Nvidia GPUs, with 70% going to a massive site in Xinjiang, potentially defying U.S. export bans and raising concerns over sourcing.

The graphics processing and AI specialist has recently climbed to record highs. Is it too late to buy?