Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.

Nvidia Corp. (NASDAQ:NVDA) is evaluating an expansion of production capacity for its H200 artificial intelligence chips after orders topped output as per its Chinese clients.

U.S. President Donald Trump announced on Tuesday that Washington will allow Nvidia to export H200 processors to China, as long as the company pays a 25% fee on each sale.

Chinese demand is so strong that Nvidia is leaning toward adding new capacity, Reuters reported Friday, citing familiar sources.

Don’t Miss: If there was a new fund backed by Jeff Bezos offering a 7-9% target yield with monthly dividends would you invest in it?

Alibaba Group Holding Limited (NYSE:BABA) and ByteDance have already contacted Nvidia this week to place large orders, Reuters previously reported.

However, Beijing has not yet approved any H200 imports.

The H200 manufactured by Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) on its 4nm process remains the fastest chip from Nvidia’s Hopper generation.

Chinese officials held emergency meetings on Wednesday to evaluate whether to allow the shipments, according to sources.

See Also: Missed Nvidia and Tesla? RAD Intel Could Be the Next AI Powerhouse — Invest Now at Just $0.85 a Share

Bank of America Securities analyst Vivek Arya reaffirmed Nvidia as his top pick after a recent investor meeting.

Arya said Nvidia continues to lead AI computing by a full generation, with current Large Language Models still trained on Hopper graphics processing units and Blackwell expected to deliver a 10x–15x performance jump when it arrives in early 2026.

He noted that the next Vera Rubin platform remains on track for late 2026.

Arya highlighted Nvidia’s multi-year demand visibility, supported by at least $500 billion in expected sales across 2025–26 for Blackwell, Rubin, and networking products.

He said partnerships with OpenAI and Anthropic add potential upside, and emphasized Nvidia’s unmatched platform strength from central processing units and GPUs to scale-out systems and Compute Unified Device Architecture (CUDA) software.

He added that China-related uncertainty persists as Nvidia evaluates potential H200 GPU exports under new U.S. rules.

Nvidia became the first company to hit the $4.5 trillion mark in October as the AI demand fueled demand for its GPUs.

Image via Shutterstock

Trending Now:

Building a resilient portfolio means thinking beyond a single asset or market trend. Economic cycles shift, sectors rise and fall, and no one investment performs well in every environment. That’s why many investors look to diversify with platforms that provide access to real estate, fixed-income opportunities, professional financial guidance, precious metals, and even self-directed retirement accounts. By spreading exposure across multiple asset classes, it becomes easier to manage risk, capture steady returns, and create long-term wealth that isn’t tied to the fortunes of just one company or industry.

Backed by Jeff Bezos, Arrived Homes makes real estate investing accessible with a low barrier to entry. Investors can buy fractional shares of single-family rentals and vacation homes starting with as little as $100. This allows everyday investors to diversify into real estate, collect rental income, and build long-term wealth without needing to manage properties directly.

For those seeking fixed-income style returns without Wall Street complexity, Worthy Property Bonds offers SEC-qualified, interest-bearing bonds starting at just $10. Investors earn a fixed 7% annual return, with funds deployed to small U.S. businesses. The bonds are fully liquid, meaning you can cash out anytime, making them attractive for conservative investors looking for steady, passive income.

Self-directed investors looking to take greater control of their retirement savings may consider IRA Financial. The platform enables you to use a self-directed IRA or Solo 401(k) to invest in alternative assets such as real estate, private equity, or even crypto. This flexibility empowers retirement savers to go beyond traditional stocks and bonds, building diversified portfolios that align with their long-term wealth strategies.

Moomoo isn’t just for trading — it’s also one of the most attractive places to park cash. New users can earn a promotional 8.1% APY on uninvested cash, combining a 3.85% base rate with a 4.25% booster once activated. On top of that, eligible new users can also score up to $1,000 in free Nvidia stock—but the real draw here is the ability to earn bank-beating interest rates without having to move into riskier assets.

For investors concerned about inflation or seeking portfolio protection, American Hartford Gold provides a simple way to buy and hold physical gold and silver within an IRA or direct delivery. With a minimum investment of $10,000, the platform caters to those looking to preserve wealth through precious metals while maintaining the option to diversify retirement accounts. It’s a favored choice for conservative investors who want tangible assets that historically hold value during uncertain markets.

This article Nvidia Eyes Bigger AI Chip Output After China Orders Flood In originally appeared on Benzinga.com