By Harsh Chauhan
Publication Date: 2025-12-27 16:04:00
A lost source of revenue is likely to reopen once again for the chip giant in the new year.
Nvidia‘s (NVDA +1.09%) gains on the stock market this year may not have been as great as in 2023 and 2024. However, the semiconductor bellwether still managed to clock respectable gains of 37% despite being under pressure at certain times owing to various factors.
Nvidia stock outperformed the tech-focused Nasdaq Composite‘s 21% jump by a nice margin. And now, the chip designer is entering the new year with a potentially solid tailwind on its side. President Donald Trump announced earlier in December that Nvidia will be allowed to sell its advanced H200 data center graphics processing units (GPUs) to approved Chinese customers. It looks like the wheels are already in motion, and Nvidia will soon be able to tap the Chinese market once again, according to an exclusive Reuters report.
Let’s take a closer look at this news, and check why it is going to be a big boost for this semiconductor stock in the new year.
Image source: Nvidia.
Nvidia’s Chinese revenue inflow could begin from February 2026
Reuters spoke to three people familiar with Nvidia’s Chinese plans. The news agency learned that Nvidia informed its Chinese customers that it plans to start shipping the H200 processors before the mid-February Lunar New Year holiday.
The Reuters report claims Nvidia will initially ship between 40,000 and 80,000 H200 chips. Nvidia will fulfill these shipments from its existing H200 stock….
