This Could Be a Huge Catalyst for Nvidia's Business in 2026

While the returns have slowed, they are still incredible. By comparison, this year, the S&P 500 has risen by 16%. Heading ...
Morningstar

How Nvidia's H20 chip found itself at the center of the U.S.-China trade war

The stakes are high for Nvidia as it looks to restart China chip sales in the face of fast-evolving geopolitical tensions Nvidia is working out a deal with the Trump administration to sell its ...

Nvidia's H200 China Approval Rally Is A Sucker's Trade (And H20 Proved It)

In July 2025, the Trump administration approved H20 exports after months of Huang's lobbying. Nvidia framed it as a ...
Seeking Alpha

Nvidia: Unlocking The H20 Catalyst

Nvidia Corporation's H20 GPU exports to China are set to resume shortly, unlocking a multi-billion dollar revenue and margin catalyst after recent U.S. export curbs. I expect Nvidia's revenue ...
New York Post

Chinese state media says Nvidia H20 chips not safe for China

Nvidia’s H20 chips pose security concerns for China, a social media account affiliated with China’s state media said on Sunday, after Beijing raised concerns over backdoor access in those chips.
NBC Los Angeles

Nvidia's China-bound H20 AI chips face Beijing scrutiny over ‘tracking' and security concerns

While Nvidia has been given assurances by Washington that it will be allowed to resume exports of its made-for-China H20 general processing units, the AI chips' return may be met with increased ...