{"id":467155,"date":"2025-12-23T18:36:20","date_gmt":"2025-12-23T18:36:20","guid":{"rendered":"https:\/\/www.europesays.com\/us\/467155\/"},"modified":"2025-12-23T18:36:20","modified_gmt":"2025-12-23T18:36:20","slug":"nvidia-stock-climbs-as-h200-ai-chips-eye-china-market","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/us\/467155\/","title":{"rendered":"Nvidia Stock Climbs as H200 AI Chips Eye China Market"},"content":{"rendered":"\n<p class=\"yf-7hmkaz\">This article first appeared on <a href=\"https:\/\/www.gurufocus.com\/news\/4085245\/nvda-nvidia-stock-climbs-as-h200-ai-chips-eye-china-market?utm_source=yahoo_finance&amp;utm_medium=syndication&amp;utm_campaign=headlines&amp;r=caf6fe0e0db70d936033da5461e60141\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:GuruFocus;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">GuruFocus<\/a>.<\/p>\n<p class=\"yf-7hmkaz\">Nvidia (<a class=\"link \" href=\"https:\/\/finance.yahoo.com\/quote\/NVDA\" data-ylk=\"slk:NASDAQ:NVDA;elm:context_link;itc:0;sec:content-canvas\" target=\"_blank\" rel=\"noopener\">NASDAQ:NVDA<\/a>) shares rose about 1.5% on Tuesday morning as reports said the chipmaker is targeting mid-February to begin shipping H200 AI processors to China.<\/p>\n<p class=\"yf-7hmkaz\">The initial push <a href=\"https:\/\/www.reuters.com\/world\/china\/nvidia-aims-begin-h200-chip-shipments-china-by-mid-february-sources-say-2025-12-22\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:would;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">would <\/a>use existing inventory, with sources saying Nvidia plans to send between 5,000 and 10,000 modules, roughly 40,000 to 80,000 individual H200 chips, if Chinese authorities greenlight the sales.<\/p>\n<p class=\"yf-7hmkaz\">The plan hinges on Beijing&#8217;s approval, which has not yet been granted, leaving the timeline flexible. One source cautioned: Nothing is certain until we get the official go-ahead.<\/p>\n<p class=\"yf-7hmkaz\">The move follows a U.S. policy shift that allows H200 exports to China with a 25% fee, a reversal of tighter restrictions under the previous administration. Washington has opened an inter-agency review process for licenses.<\/p>\n<p class=\"yf-7hmkaz\">Companies such as Alibaba and ByteDance have expressed interest in H200s, which markedly outperform the downgraded H20 chips currently available in China.<\/p>\n<p class=\"yf-7hmkaz\">Nvidia said it manages supply continuously and that licensed sales would not affect U.S. customers. Analysts noted regulatory and geopolitical risks remain significant and could alter any delivery plans.<\/p>\n","protected":false},"excerpt":{"rendered":"This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) shares rose about 1.5% on Tuesday morning as reports said&hellip;\n","protected":false},"author":3,"featured_media":453925,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[21],"tags":[691,738,74,17970,212506,1671,158,67,132,68],"class_list":{"0":"post-467155","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-china","11":"tag-gurufocus","12":"tag-h200","13":"tag-nvidia","14":"tag-technology","15":"tag-united-states","16":"tag-unitedstates","17":"tag-us"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@us\/115770332459432501","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/467155","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/comments?post=467155"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/467155\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media\/453925"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media?parent=467155"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/categories?post=467155"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/tags?post=467155"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}