(Reuters) -Nvidia has told its Chinese customers it has limited supplies of H20 chips, the most powerful AI chip it had been allowed to sell to China under U.S. export restrictions, and that it doesn't plan to restart production, The Information reported on Saturday.

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.

President Donald Trump’s recent decision allowing Nvidia to resume sales of the H20 artificial intelligence chips to China sent its Chinese customers—mostly big tech firms like ByteDance and Alibaba—into a frenzy to snap up chips before the U.

NVIDIA's H20 AI GPUs are once again allowed to be sold in China following a reversal of restrictions by the Trump administration, and NVIDIA's CEO claims it wasn't he who changed the US President's mind.

The U.S. House Select Committee on China has expressed concerns about the Trump administration's decision to allow Nvidia ( NASDAQ: NVDA) to resume shipments of its H20 AI chips to China.

At the Beijing Expo, Jensen Huang also announced plans for a new chip for Chinese clients that is designed for robotics and smart factories.