Nvidia’s H200 AI Chip Gets a Potential 2nd Act in China
Digest more
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.
The allegations reveal the failure of physical export controls and open a new front in the battle to end black-market chip sales.
In today's video, I discuss recent updates affecting Nvidia ( NVDA 2.10%) and other AI stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below. *Stock prices used were the after-market prices of December 9, 2025. The video was published on December 9, 2025.
Nvidia is evaluating whether to increase production of its H200 data center GPUs after demand from Chinese customers is expected to exceed current supply.
It’s … Indicators of the Week! Our weekly look at some of the most fascinating economic numbers from the news. On today’s episode: Nvidia chips OK’d for China, a sticky frozen Russian asset situation,
Donald Trump’s decision to allow Nvidia Corp. to sell advanced chips to China marks more than just a shift in US tech policy. It also raises questions about how far he’ll go to steady ties with Xi Jinping.