🇨🇳⚡NVIDIA RAISES ITS HEAD WITH THE REOPENING OF THE CHINESE MARKET ⚡🇨🇳
Nvidia is benefiting from a strong rebound in the stock market after Chinese authorities granted a "principle approval" to giants like Alibaba, Tencent, and ByteDance to prepare orders for H200 chips for artificial intelligence.
This step does not yet equate to a full go-ahead for imports, but it signals that Beijing is close to formally authorizing the entry of chips, which are crucial for training and running advanced AI models.
For the big Chinese tech firms, it means being able to negotiate quantities and purchasing conditions after months of regulatory uncertainty and restrictions on Nvidia chips.
The demand is enormous: according to Reuters, Chinese companies have already placed orders for over 2 million H200s at about $27,000 each, against an available stock of just 700,000 units, which strengthens Nvidia's pricing power and revenue visibility in 2026.
Geopolitically, the move comes as Washington has authorized targeted exports to China and Beijing, in parallel, is still urging its own companies to buy domestic chips as an implicit condition for the final approval.
In this context, the H200 becomes not just a hardware product, but a strategic asset at the center of the USA-China technological confrontation, with Nvidia in a privileged position compared to competitors like Intel, which has just disappointed the market with weak guidance and production issues.