The First Batch of H200 Shipments Could Soon Be Heading to China. What Does That Mean for Nvidia Stock.

Nvidia’s China Chip Deal Shifts Tech Cold War Dynamics

Nvidia CEO Jensen Huang’s recent visit to China in 2026 has ignited a significant shift in the ongoing tech cold war between China and the United States. The visit, which saw Huang touring various locations in Shanghai and Beijing, coincided with a substantial change in the rules governing the chip trade between the two superpowers. Beijing’s approval of the sale of 400,000 H200 chips to China’s… Source

The First Batch of H200 Shipments Could Soon Be Heading to China. What Does That Mean for Nvidia Stock.

China has apparently approved the first orders of H200 chips from companies like Alibaba and ByteDance.

Nvidia Stock Outlook: China H200 News Drives Optimism

Nvidia (NASDAQ:NVDA) has delivered monumental gains over the past five years, cementing its position as the defining winner of the artificial intelligence boom. While the stock’s momentum has been more subdued in recent months, the long-term narrative remains intact. Nvidia stock outlook is still supported by powerful structural tailwinds in AI infrastructure, accelerating enterprise adoption, and expanding opportunities in new industries. Now, …