{"id":181227,"date":"2025-12-13T02:47:08","date_gmt":"2025-12-13T02:47:08","guid":{"rendered":"https:\/\/www.newsbeep.com\/nz\/181227\/"},"modified":"2025-12-13T02:47:08","modified_gmt":"2025-12-13T02:47:08","slug":"nvidia-eyes-bigger-ai-chip-output-after-china-orders-flood-in","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/nz\/181227\/","title":{"rendered":"Nvidia Eyes Bigger AI Chip Output After China Orders Flood In"},"content":{"rendered":"\n<p class=\"yf-7hmkaz\">Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.<\/p>\n<p class=\"yf-7hmkaz\">Nvidia Corp. <a class=\"link \" href=\"https:\/\/www.benzinga.com\/quote\/NVDA?utm_campaign=partner_feed&amp;utm_source=yahooFinance&amp;utm_medium=partner_feed&amp;utm_content=real_estate&amp;nid=49378584\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:(NASDAQ:;elm:context_link;itc:0;sec:content-canvas\">(NASDAQ:<\/a><a class=\"link \" href=\"https:\/\/www.benzinga.com\/quote\/NVDA?utm_campaign=partner_feed&amp;utm_source=yahooFinance&amp;utm_medium=partner_feed&amp;utm_content=real_estate&amp;nid=49378584\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:NVDA;elm:context_link;itc:0;sec:content-canvas\">NVDA<\/a>) is evaluating an expansion of production capacity for its <a href=\"https:\/\/www.benzinga.com\/topic\/ai-chip?utm_campaign=partner_feed&amp;utm_source=yahooFinance&amp;utm_medium=partner_feed&amp;utm_content=real_estate&amp;nid=49378584\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:H200 artificial intelligence chips;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">H200 artificial intelligence chips<\/a> after orders topped output as per its Chinese clients.<\/p>\n<p class=\"yf-7hmkaz\">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.<\/p>\n<p class=\"yf-7hmkaz\">Chinese demand is so strong that Nvidia is leaning toward adding new capacity, Reuters reported Friday, citing familiar sources.<\/p>\n<p class=\"yf-7hmkaz\">Don\u2019t Miss: If there was a new fund backed by Jeff Bezos offering a <a href=\"https:\/\/arrivedhomes.go2cloud.org\/aff_c?offer_id=8&amp;aff_id=1006&amp;aff_sub=yahoo\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:7-9% target yield with monthly dividends would you invest in it;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">7-9% target yield with monthly dividends would you invest in it<\/a>?<\/p>\n<p class=\"yf-7hmkaz\">Alibaba Group Holding Limited <a class=\"link \" href=\"https:\/\/www.benzinga.com\/quote\/BABA?utm_campaign=partner_feed&amp;utm_source=yahooFinance&amp;utm_medium=partner_feed&amp;utm_content=real_estate&amp;nid=49378584\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:(NYSE:;elm:context_link;itc:0;sec:content-canvas\">(NYSE:<\/a><a class=\"link \" href=\"https:\/\/www.benzinga.com\/quote\/BABA?utm_campaign=partner_feed&amp;utm_source=yahooFinance&amp;utm_medium=partner_feed&amp;utm_content=real_estate&amp;nid=49378584\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:BABA;elm:context_link;itc:0;sec:content-canvas\">BABA<\/a>) and ByteDance have already contacted Nvidia this week to place large orders, Reuters previously reported.<\/p>\n<p class=\"yf-7hmkaz\">However, Beijing has not yet approved any H200 imports.<\/p>\n<p class=\"yf-7hmkaz\">The H200 manufactured by Taiwan Semiconductor Manufacturing Company Ltd. <a class=\"link \" href=\"https:\/\/www.benzinga.com\/quote\/TSM?utm_campaign=partner_feed&amp;utm_source=yahooFinance&amp;utm_medium=partner_feed&amp;utm_content=real_estate&amp;nid=49378584\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:(NYSE:;elm:context_link;itc:0;sec:content-canvas\">(NYSE:<\/a><a class=\"link \" href=\"https:\/\/www.benzinga.com\/quote\/TSM?utm_campaign=partner_feed&amp;utm_source=yahooFinance&amp;utm_medium=partner_feed&amp;utm_content=real_estate&amp;nid=49378584\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:TSM;elm:context_link;itc:0;sec:content-canvas\">TSM<\/a>) on its 4nm process remains the fastest chip from Nvidia\u2019s Hopper generation.<\/p>\n<p class=\"yf-7hmkaz\">Chinese officials held emergency meetings on Wednesday to evaluate whether to allow the shipments, according to sources.<\/p>\n<p class=\"yf-7hmkaz\">See Also: Missed Nvidia and Tesla? RAD Intel Could Be the Next AI Powerhouse \u2014<a href=\"https:\/\/www.benzinga.com\/money\/rad-intel-reg-a-y2?utm_campaign=partner_feed&amp;utm_source=yahooFinance&amp;utm_medium=partner_feed&amp;utm_content=real_estate&amp;nid=49378584\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Invest Now at Just $0.85 a Share;elm:context_link;itc:0;sec:content-canvas\" class=\"link \"> Invest Now at Just $0.85 a Share<\/a><\/p>\n<p class=\"yf-7hmkaz\">Bank of America Securities analyst Vivek Arya reaffirmed Nvidia as his top pick after a <a href=\"https:\/\/www.benzinga.com\/analyst-stock-ratings\/reiteration\/25\/12\/49344046\/nvidia-has-capabilities-no-rival-can-replicate-analyst?utm_campaign=partner_feed&amp;utm_source=yahooFinance&amp;utm_medium=partner_feed&amp;utm_content=real_estate&amp;nid=49378584\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:recent investor meeting;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">recent investor meeting<\/a>.<\/p>\n<p class=\"yf-7hmkaz\">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\u201315x performance jump when it arrives in early 2026.<\/p>\n<p class=\"yf-7hmkaz\">He noted that the next Vera Rubin platform remains on track for late 2026.<\/p>\n<p class=\"yf-7hmkaz\">Arya highlighted Nvidia\u2019s multi-year demand visibility, supported by at least $500 billion in expected sales across 2025\u201326 for Blackwell, Rubin, and networking products.<\/p>\n<p class=\"yf-7hmkaz\">He said partnerships with OpenAI and Anthropic add potential upside, and emphasized Nvidia\u2019s unmatched platform strength from central processing units and GPUs to scale-out systems and Compute Unified Device Architecture (CUDA) software.<\/p>\n<p class=\"yf-7hmkaz\">He added that China-related uncertainty persists as Nvidia evaluates potential H200 GPU exports under new U.S. rules.<\/p>\n<p class=\"yf-7hmkaz\">Nvidia became the first company to hit the $4.5 trillion mark in October as the AI demand fueled demand for its GPUs.<\/p>\n<p class=\"yf-7hmkaz\">Image via Shutterstock<\/p>\n<p class=\"yf-7hmkaz\">Trending Now:<\/p>\n<p class=\"yf-7hmkaz\">Building a resilient portfolio means thinking beyond a single asset or market trend. 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This flexibility empowers retirement savers to go beyond traditional stocks and bonds, building diversified portfolios that align with their long-term wealth strategies.<\/p>\n<p class=\"yf-7hmkaz\">Moomoo isn&#8217;t just for trading \u2014 it&#8217;s also one of the most attractive places to park cash. New users can<a href=\"https:\/\/moomootechnologiesinc.pxf.io\/o49d6n\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:earn a promotional 8.1% APY on uninvested cash;elm:context_link;itc:0;sec:content-canvas\" class=\"link \"> earn a promotional 8.1% APY on uninvested cash<\/a>, 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\u2014but the real draw here is the ability to earn bank-beating interest rates without having to move into riskier assets.<\/p>\n<p class=\"yf-7hmkaz\">For investors concerned about inflation or seeking portfolio protection, American Hartford Gold provides a<a href=\"https:\/\/tracking.hgoldgroup.com\/aff_c?offer_id=40&amp;aff_id=1053&amp;aff_sub=stockpriceinsert\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:simple way to buy and hold physical gold and silver within an IRA or direct delivery;elm:context_link;itc:0;sec:content-canvas\" class=\"link \"> simple way to buy and hold physical gold and silver within an IRA or direct delivery<\/a>. 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&#8217;s a favored choice for conservative investors who want tangible assets that historically hold value during uncertain markets.<\/p>\n<p class=\"yf-7hmkaz\">This article <a href=\"https:\/\/www.benzinga.com\/markets\/25\/12\/49378584\/nvidia-eyes-bigger-ai-chip-output-after-china-orders-flood-in?utm_campaign=partner_feed&amp;utm_source=yahooFinance&amp;utm_medium=partner_feed&amp;utm_content=real_estate\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Nvidia Eyes Bigger AI Chip Output After China Orders Flood In;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">Nvidia Eyes Bigger AI Chip Output After China Orders Flood In<\/a> originally appeared on <a href=\"https:\/\/www.benzinga.com\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Benzinga.com;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">Benzinga.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Nvidia&hellip;\n","protected":false},"author":2,"featured_media":181228,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[365,363,364,607,115174,59857,115173,3207,111,139,1042,69,14887,115172,145],"class_list":["post-181227","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-china","tag-chinese-demand","tag-chinese-officials","tag-compute-unified-device-architecture","tag-jeff-bezos","tag-new-zealand","tag-newzealand","tag-nvidia","tag-nz","tag-president-donald-trump","tag-taiwan-semiconductor-manufacturing-company-ltd","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/181227","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/comments?post=181227"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/181227\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media\/181228"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media?parent=181227"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/categories?post=181227"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/tags?post=181227"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}