Nvidia’s H200 AI Chip Gets a Potential 2nd Act in China
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President Donald Trump announced Monday he will allow Nvidia to sell some Artificial Intelligence chips to China, if the United States gets a 25% cut.
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With Nvidia's second-best AI chips headed for China, the US shifts priorities from security to trade
This week, US President Donald Trump approved previously banned exports of Nvidia's powerful H200 artificial intelligence (AI) chips to China.
While the returns have slowed, they are still incredible. By comparison, this year, the S&P 500 has risen by 16%. Heading into 2026, investors may expect another slowdown for the world's most valuable company, whose market cap sits at $4.5 trillion right now.
Nvidia is evaluating whether to increase production of its H200 data center GPUs after demand from Chinese customers is expected to exceed current supply.
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