{"id":233112,"date":"2026-01-14T17:40:10","date_gmt":"2026-01-14T17:40:10","guid":{"rendered":"https:\/\/www.newsbeep.com\/nz\/233112\/"},"modified":"2026-01-14T17:40:10","modified_gmt":"2026-01-14T17:40:10","slug":"rivian-sinks-following-ubs-downgrade-as-analysts-warn-its-ai-stock-boost-may-have-peaked","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/nz\/233112\/","title":{"rendered":"Rivian sinks following UBS downgrade as analysts warn its AI stock boost may have peaked"},"content":{"rendered":"

Nvidia dips after report of Chinese \u201cban\u201d on H200 imports<\/a><\/p>\n

As the Commerce Department delivers the equivalent of a ribbon-cutting ceremony for H200 sales to China, officials in the world\u2019s second-largest economy are throwing up more red tape.<\/p>\n

Reuters reports<\/a> that China is not allowing Nvidia\u2019s H200 AI chips to enter the country, citing three people briefed on the subject, one of whom said \u201cit is basically a ban for now,\u201d though this could change. The outlet adds that it \u201cwas not immediately able to ascertain whether the directives applied to existing orders for H200 chips or only to new orders.\u201d<\/p>\n

Shares of the chip designer are down less than 1% as of 5:50 a.m. ET.<\/p>\n

China has been wary of allowing foreign chips to dominate its AI market, preferring measures to bolster its domestic semiconductor production capabilities. And for a while, the US was much more reticent to provide any access. Export restrictions<\/a> put in place in mid-April during the height of US-China trade tensions prevented Nvidia<\/a> from sending the H20, a chip that had been tailor-made to comply with export controls, to China. Though that export ban was lifted<\/a> months later, demand from China \u201cnever materialized,\u201d Nvidia CFO Colette Kress said in the wake of the company\u2019s Q3 earnings report. Reports suggested that China banned its leading technology giants from purchasing<\/a> these semiconductors, instead pushing them toward domestic alternatives. However, the H200 is considerably more powerful than the H20, which suggests the calculus for Chinese policymakers could have changed significantly in light of these different circumstances.<\/p>\n

Nvidia is hoping to start to get these chips in the hands of Chinese buyers<\/a> by the start of the Lunar New Year holiday (February 17) amid a very robust order book<\/a> that could represent a $54 billion sales opportunity for the chip designer. On Tuesday, the Commerce Department tweaked its export license review policy<\/a>, paving the way for chips like the H200 \u2014 the most powerful processor from Nvidia\u2019s Hopper generation, which preceded Blackwell \u2014 to be sent to China.<\/p>\n

Reuters\u2019 piece also offers some corroboration on reporting from The Information on Tuesday, which said Chinese regulators told their tech companies they\u2019d only be able to buy these chips \u201cunder special circumstances<\/a>.\u201d<\/p>\n

Bloomberg had previously reported that China was planning to approve imports<\/a> for commercial use \u201cas soon as this quarter.\u201d<\/p>\n","protected":false},"excerpt":{"rendered":"Nvidia dips after report of Chinese \u201cban\u201d on H200 imports As the Commerce Department delivers the equivalent of…\n","protected":false},"author":2,"featured_media":233113,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[365,363,364,111,139,69,145],"class_list":["post-233112","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-new-zealand","tag-newzealand","tag-nz","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/233112","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=233112"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/233112\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media\/233113"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media?parent=233112"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/categories?post=233112"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/tags?post=233112"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}