Nvidia has ordered 300,000 H20 GPUs from TSMC as Chinese demand surges, despite political backlash over national security risks. The U.S. still hasn’t approved export licenses, but Nvidia aims to retain its foothold in China’s AI market,

A week after Nvidia reportedly told its Chinese customers supplies of its H20 GPUs were limited and restarting production could take nine months, the company has ordered 300,000 chips from TSMC, Reuters said.

BEIJING/SHANGHAI/NEW YORK (Reuters) -Nvidia placed orders for 300,000 H20 chipsets with contract manufacturer TSMC last week, two sources said, with one of them adding that strong Chinese demand had led the U.