Nvidia has placed an order for 300,000 H20 GPUs with Taiwan Semiconductor Manufacturing Co. (TSMC) to meet strong demand from Chinese data center clients. This order adds to an existing inventory of 600,000 to 700,000 H20 chips, reflecting a ramp-up in production of China-compliant H20 GPUs. The increased demand follows the easing of U.S. export controls under the Trump administration, which previously restricted sales of these chips to China. Nvidia's move to boost its stockpile indicates a renewed wave of AI infrastructure development in China. Additionally, Nvidia introduced the GB300 NVL72 chip, which reportedly reduces peak grid demand by up to 30%. The order reversal from earlier plans to rely solely on existing inventory underscores the robust market appetite for Nvidia's AI chips in China.