By Zev Fima
Publication Date: 2026-03-18 18:22:00
It’s a brand new day, and yet Nvidia investors are asking themselves the same old question: What’s it going to take to get this frustrating stock rolling again? If that sounds familiar, well, that’s because it is. Not even 24 hours ago, we explored why Nvidia’s stock has been stuck in the mud despite a flurry of good news — both this week during its buzzy AI conference called GTC (short for GPU Technology Conference) and over the past few months. Now, we have yet another positive update about Nvidia’s business prospects and an important clarification on the company’s demand outlook, all for the stock to once again do next to nothing. After moving lower Wednesday morning, shares are up fractionally in afternoon trading. That advance pales in comparison to what we’ve learned since we published our last Nvidia story. So, our advice remains the same: Stick with the stock, and if you don’t own any, this is a great chance to get in. Late Tuesday, CEO Jensen Huang said at a press conference that t he company had restarted manufacturing of a Hopper-generation AI chip, known as the H200, for the Chinese market. Hopper is the predecessor to Nvidia’s current Blackwell family of chips. Jensen later told our CNBC colleague Kristina Partsinevelos that Nvidia had clearance from both governments to restart Hopper sales — with Beijing’s stamp of approval being the most notable detail. Then, early Wednesday morning, Reuters reported Nvidia was already working on a modified version of…
