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NVIDIA is reportedly throwing in the proverbial towel on its China-specific H20 GPU as a number of potent headwinds coalesce to erode the economic rationale for continued production.

For the benefit of those who might not be aware, the Trump administration recently allowed NVIDIA to resume shipments of its H20 GPUs in return for a 15 percent cut of the GPU manufacturer's sales in China.

Bear in mind that the Trump administration had virtually halted NVIDIA's ability to ship H20 GPUs to China back in April after it imposed stringent licensing requirements, which then prompted NVIDIA to eliminate the entirety of its China-based TAM. As a result, the

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