Nvidia Shares Rise as U.S. Approves Export of H200 AI Chips to China

New York / Washington, Dec 9 (GeokHub) - Shares of Nvidia climbed in U.S. markets after the government announced a policy change allowing the export of the company’s H200 artificial‑intelligence chips to approved customers in China — a significant easing of previous restrictions. The move comes with a 25% levy on each sale.

While this decision opens a path for Nvidia to resume selling high‑value AI hardware into one of its largest potential markets, some analysts caution that the impact may be limited unless further chip lines (beyond H200) are cleared for sale.

Market watchers note that the policy shift could restore a key revenue channel for Nvidia’s data‑centre business, previously constrained by export curbs that hindered access to Chinese clients.

Analysis / Impact:
The move marks a recalibration in U.S.–China tech trade relations, balancing strategic safeguards with commercial interests. For Nvidia, renewed China access could accelerate global AI infrastructure demand — potentially easing pressure on chip supply and boosting earnings. However, the requirement of a 25% revenue share means margins could be tighter, and outcomes will depend on how many Chinese firms opt for licensed H200 purchases versus domestic alternatives.

The decision also sets a precedent for other major chipmakers such as AMD and Intel: they may gain license windows too, reshaping dynamics in global AI‑hardware supply and influencing how countries navigate national‑security concerns alongside commercial tech trade.