【每日晨读金融时报】Nvidia prepares to ‘accelerate’ in China

Nvidia chief Jensen Huang said it would “accel­er­ate the recov­ery” of its China sales, after a détente between Beijing and Wash­ing­ton allowed the lead­ing AI chip­maker to resume ship­ments of a key pro­cessor spe­cific­ally designed for the Chinese mar­ket.Huang told a press con­fer­ence in the Chinese cap­ital yes­ter­day that the com­pany had not yet received export licences from Wash­ing­ton to restart ship­ments of its H20 product, but he expec­ted them “to come through very shortly”.Nvidia had repor­ted a $4.5bn write­down in its April quarter, as the Trump admin­is­tra­tion tightened export restric­tions on advanced chips and it was left with a huge H20 invent­ory it could no longer ship.“Some of what we wrote off is hard to recover, but what we put on reserve will not be scrapped per­man­ently,” he said.The com­pany would make a final decision about whether it needed to restart pro­duc­tion of its pre­vi­ous Hop­per gen­er­a­tion, of which the H20 was part, once cus­tomer orders came through, he added.“The cus­tom­ers’ old orders have been can­celled. Their demands may have changed. We have to start the sup­ply chain,” he said, not­ing that the pro­cess takes nine months.Huang had earlier met gov­ern­ment offi­cials and delivered a speech at a sup­ply chain con­fer­ence, where he praised China’s man­u­fac­tur­ing prowess and advance­ments in AI made by com­pan­ies such as Deep­Seek and Alibaba.Huang’s trip to Beijing comes after the com­pany received assur­ances from the US admin­is­tra­tion that it would approve licences for its H20 chip, in a dra­matic reversal of the April ban on export­ing its ded­ic­ated AI product for China.Com­merce sec­ret­ary Howard Lut­nick said on Tues­day that Wash­ing­ton’s policy change had been part of recent trade talks between Amer­ican and Chinese nego­ti­at­ors in Lon­don and Geneva.The approval to resume ship­ments is a sig­ni­fic­ant win for Nvidia and comes after an intense lob­by­ing cam­paign by Huang in Wash­ing­ton, dur­ing which he warned that the US risked ced­ing its lead­er­ship in arti­fi­cial intel­li­gence to Chinese com­pan­ies, such as Hua­wei, if Amer­ican com­pan­ies could no longer ship hard­ware to the coun­try.Nvidia also announced a new China-spe­cific graph­ics pro­cessing unit (GPU) on Tues­day that it said was fully com­pli­ant with cur­rent export con­trols. Last week, the Fin­an­cial Times repor­ted that Nvidia planned to release an updated China chip, based on its Black­well RTX Pro 6000 pro­cessor. Huang said yes­ter­day the new chip was well suited to auto­mated man­u­fac­tur­ing.1. détente词性：名词（来自法语）释义：缓和（尤指国家之间的紧张关系），常用于描述冷战时期大国之间的外交转圜或局势降温。例句：There are signs of a détente between the two rival nations.（两个敌对国家之间出现了缓和的迹象。） 记忆提示：想象两国剑拔弩张，忽然“降温”了，出现 détente。2. lobby词性：名词 / 动词作为名词：① 大厅（如宾馆或政府建筑的入口处）② 游说团体作为动词：游说（向官员或立法机构施加影响）例句（名词）：The tobacco lobby is very powerful in some countries.（烟草游说集团在某些国家势力强大。）例句（动词）：They lobbied Congress to pass the new law.（他们游说国会通过新法案。）3. cede词性：动词释义：割让（土地、权利）；让出，通常指在压力下被迫交出控制权或领土。例句：The country was forced to cede part of its territory after the war.（战后，该国被迫割让部分领土。） 联想法：cede ≈ “surrender” （投降/放弃）4. be well suited to词性：短语结构释义：非常适合……，用于描述某人或某物与某工作、环境或用途高度匹配例句：She is well suited to the role of a team leader.（她非常适合担任团队领导的角色。）

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