{"id":200209,"date":"2025-12-23T18:36:12","date_gmt":"2025-12-23T18:36:12","guid":{"rendered":"https:\/\/www.newsbeep.com\/il\/200209\/"},"modified":"2025-12-23T18:36:12","modified_gmt":"2025-12-23T18:36:12","slug":"nvidia-stock-climbs-as-h200-ai-chips-eye-china-market","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/il\/200209\/","title":{"rendered":"Nvidia Stock Climbs as H200 AI Chips Eye China Market"},"content":{"rendered":"\n<p class=\"yf-7hmkaz\">This article first appeared on <a href=\"https:\/\/www.gurufocus.com\/news\/4085245\/nvda-nvidia-stock-climbs-as-h200-ai-chips-eye-china-market?utm_source=yahoo_finance&amp;utm_medium=syndication&amp;utm_campaign=headlines&amp;r=caf6fe0e0db70d936033da5461e60141\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:GuruFocus;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">GuruFocus<\/a>.<\/p>\n<p class=\"yf-7hmkaz\">Nvidia (<a class=\"link \" href=\"https:\/\/finance.yahoo.com\/quote\/NVDA\" data-ylk=\"slk:NASDAQ:NVDA;elm:context_link;itc:0;sec:content-canvas\" rel=\"nofollow noopener\" target=\"_blank\">NASDAQ:NVDA<\/a>) shares rose about 1.5% on Tuesday morning as reports said the chipmaker is targeting mid-February to begin shipping H200 AI processors to China.<\/p>\n<p class=\"yf-7hmkaz\">The initial push <a href=\"https:\/\/www.reuters.com\/world\/china\/nvidia-aims-begin-h200-chip-shipments-china-by-mid-february-sources-say-2025-12-22\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:would;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">would <\/a>use existing inventory, with sources saying Nvidia plans to send between 5,000 and 10,000 modules, roughly 40,000 to 80,000 individual H200 chips, if Chinese authorities greenlight the sales.<\/p>\n<p class=\"yf-7hmkaz\">The plan hinges on Beijing&#8217;s approval, which has not yet been granted, leaving the timeline flexible. One source cautioned: Nothing is certain until we get the official go-ahead.<\/p>\n<p class=\"yf-7hmkaz\">The move follows a U.S. policy shift that allows H200 exports to China with a 25% fee, a reversal of tighter restrictions under the previous administration. Washington has opened an inter-agency review process for licenses.<\/p>\n<p class=\"yf-7hmkaz\">Companies such as Alibaba and ByteDance have expressed interest in H200s, which markedly outperform the downgraded H20 chips currently available in China.<\/p>\n<p class=\"yf-7hmkaz\">Nvidia said it manages supply continuously and that licensed sales would not affect U.S. customers. Analysts noted regulatory and geopolitical risks remain significant and could alter any delivery plans.<\/p>\n","protected":false},"excerpt":{"rendered":"This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) shares rose about 1.5% on Tuesday morning as reports said&hellip;\n","protected":false},"author":2,"featured_media":68579,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[345,343,344,1657,13345,99428,85,46,4136,125],"class_list":{"0":"post-200209","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-artificialintelligence","11":"tag-china","12":"tag-gurufocus","13":"tag-h200","14":"tag-il","15":"tag-israel","16":"tag-nvidia","17":"tag-technology"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/200209","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/comments?post=200209"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/200209\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media\/68579"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media?parent=200209"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/categories?post=200209"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/tags?post=200209"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}