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With Nvidia's second-best AI chips headed for China, the US shifts priorities from security to trade

This week, US President Donald Trump approved previously banned exports of Nvidia's powerful H200 artificial intelligence (AI) chips to China.

Tech Voices: Nvidia's H200 chips, Coinbase eyes prediction markets

Seeking Alpha's roundup of statements, announcements, and remarks that could impact markets, sectors, or individual stocks. Read more here.

Nvidia considers increasing H200 chip output due to robust China demand, sources say

Nvidia plans to boost H200 chip production amid strong demand from China following U.S. approval for exports, sources reveal.

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 into 2026, investors may expect another slowdown for the world's most valuable company, whose market cap sits at $4.5 trillion right now.

Nvidia weighs expanding H200 production as new China orders rush in, report claims — ByteDance and Alibaba listed as suitors for 'large orders' in the wake of sanctions lift

Nvidia is evaluating whether to increase production of its H200 data center GPUs after demand from Chinese customers is expected to exceed current supply.

Nvidia share price: NVDA stocks fall big even after big H200 AI chips development. What to know?

Nvidia has told Chinese clients it is evaluating adding production capacity for its powerful H200 AI chips after orders exceeded its current output level, according to two sources briefed on the matter.
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