Nvidia’s H200 AI Chip Gets a Potential 2nd Act in China
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When it comes to artificial intelligence (AI) stocks, Nvidia ( NVDA 3.27%) seems unstoppable. Despite rising by nearly 1,500% from its low in October 2022, the increasing demand for AI continues to bolster Nvidia, which remains the dominant company for AI accelerators.
With its Blackwell architecture well established on AI data centers, cloud services, workstations, and desktop/laptop PCs, Nvidia’s CES 2026 press event is likely to focus less on new launches. Rather,
The U.S. government recently reached a deal where Nvidia will be able to sell its H200 AI chips to certain customers in China. The H200 chips are among Nvidia's most advanced. Selling its AI chips to the Chinese market is a massive growth opportunity for Nvidia.
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Nvidia CEO Jensen Huang appeared to have scored big on Monday when the White House approved sales of his company’s H200 chips to China. But China may prefer Chinese-made chips—or smuggled ones.