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.

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