Trump admin may reverse $8B Nvidia China ban

Bloomberg reports internal discussions to allow H200 chip sales—shares spiked 2% on speculation alone

Nvidia absorbed a $4.5 billion impairment charge from China export restrictions. The company stated Q2 sales would have been $8 billion higher without the curbs.

Now Bloomberg reports the Trump administration is internally discussing allowing Nvidia to sell premium H200 Hopper chips to China. That’s a potential policy reversal representing billions in revenue that caused shares to spike 2% on speculation alone. Geopolitical factors now rank equally with technology in determining semiconductor valuations. Access the full story now.

-Christopher

P.S.: This geopolitical chess game could unlock massive revenue or slam the door shut permanently—and investors have zero control over which way it goes. Make sure you read this before it’s too late.