Nvidia Corp. became a trending company among influencers on “X” in the third week of July 2025, following its decision to resume sales of H20 AI chips to China, marking a pivotal turn in the US-China tech narrative. Influencers highlighted the move as a major revenue catalyst and a testament to Nvidia’s dominance in the semiconductor space amid the evolving geopolitical and regulatory dynamics, reveals the Social Media Analytics Platform of GlobalData, a leading data and analytics company.
Shreyasee Majumder, Social Media Analyst at GlobalData, comments: “Influencers believe that Nvidia’s decision to resume sales of its H20 AI chips to China will unlock a substantial influx of orders, significantly boosting the company’s sales and revenue back to previous levels. This optimism is fueled by the expectation that Chinese demand for advanced AI technology will surge. It reinforces Nvidia’s critical role in the global tech landscape and highlights its resilience amid the regulatory challenges, as many see this move as a pivotal step in solidifying its leadership position in the semiconductor industry.”
Below are a few popular influencer opinions captured by GlobalData’s Social Media Analytics Platform:
“Nvidia resuming H20 chip sales in China is a gamechanger in our view. Trump knows there is one chip in the world fueling the AI Revolution and it’s Nvidia. Giving green light to Jensen/Nvidia all part of negotiations with China. Nvidia gets $30 billion+ annual biz back”
“Good, the Nasdaq is reacting to what can only be considered a major breakthrough in trade with China. Nvidia’s chips will be like the US dollar, it is the reserve currency of technology and it is the U.S.’s as it should be. Congratulations Jensen for amazing perseverance. No quit in this guy!”
“When you ban NVIDIA chips, you don’t slow China down, you hand them the hive. They flood the market with cheap alternatives loaded with spyware. I call it the queen bee problem. Chips are the queen, developers are the worker bees. If the chips are Chinese, the whole hive is compromised. The U.S. needs its own power, its own chips, and its own tech ecosystem. Right now, we’ve got a power problem. Solve that, and we bring the hive home.”
“Nvidia’s success in resuming sales of its H20 AI chip for the China market also bodes well for TSMC, which manufactures the chips, media report. When H20 exports to China were banned in April, Nvidia estimated losses of US$8 billion in sales in the quarter. TSMC also manufactures AMD’s China-focused AI chip, the MI308, and AMD is preparing to resume shipments.”
“W/ export restriction coming off, expect an order surge from China for $NVDA given fears they could come back. China has half the AI researchers in the world & is at least 20% of AI chip demand. China rev was out of Nvidia estimates post write-down but is now coming back…”
Majumder concludes: “The move underscores a broader trend, where tech firms are recalibrating strategies to navigate geopolitical friction without losing access to high-demand markets. This decision reinforces how indispensable Nvidia’s hardware is to global AI infrastructure and highlights the growing complexity of balancing innovation, market access, and regulatory compliance in the semiconductor industry.”
