Nvidia Gets The Green Light
Nvidia just scored a huge win. After months of regulatory chaos, the U.S. government has reversed its ban. Nvidia can resume selling its H20 AI chips in China. For the world’s most valuable chipmaker, this is a game changer.
Why Does It Matter?
In April, the Trump administration slapped restrictions on advanced GPU shipments to China – effectively booting Nvidia out of one of its fastest-growing markets. Earnings took a $2.5 billion hit in Q1 alone.
But after $NVDA CEO Jensen Huang met directly with President Trump, the tide turned.
Washington gave Nvidia the green light. The company is now filing the necessary paperwork and expects to restart H20 deliveries soon.
This isn’t just about one product. The H20 is tailor-made for China, designed to comply with U.S. export regulations while meeting the enormous demand from Chinese data centers and AI startups.
What To Watch?
Analysts expect billions in pent-up demand to hit the books in the second half of 2025.
Bottom Line
American tech dominance isn’t taking a back seat anytime soon. Nvidia’s ability to adapt, negotiate and execute – amidst geopolitical headwinds – sets the pace for the entire sector.
Let The Charts Speak
$NVDA gapped up +4% on the news as the stock trades at an all-time high.
The KraneShares CSI China Internet ETF $KWEB carried +2.5% as it attempts to close at its highest price since Trump’s tariff tantrum. Here’s the daily chart.
And the $KWEB weekly chart.
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Godspeed – Rosebee
