By Sarah Min
Publication Date: 2025-12-09 17:05:00
President Donald Trump’s green light for Nvidia to sell certain chips in China still has many details to be worked out — including whether China itself will allow it — and that’s why the stock’s reaction to the long-sought-after blessing was muted on Tuesday. But Wall Street analysts mostly believed this was time to buy because of the tremendous revenue opportunity that comes with exposure to this crucial datacenter market. Nvidia got the okay from Trump in a Truth Social post on Monday that said the chipmaker can ship its H200 artificial intelligence chips to “approved customers” in China, with the caveat that the U.S. get a 25% cut. NVDA 1D mountain Nvidia, 1-day performance Along with China approval, other obstacles still remain, including a chance Congress steps in to block the decision for national security reasons. Bernstein senior analyst Stacy Rasgon on Tuesday pointed out that a bipartisan Senate bill was introduced just last week to deny export licenses for the H200 and Blackwell chips for the next 30 months. But Rasgon ultimately believes Congress will yield to Trump. China may also refuse to buy the H200 chips as it had the lower quality H20 chips, though analysts expect that hardline stance was in part a bartering chip by Beijing for the better H200 chips. Wall Street expects that China will continue to focus on building out their own domestic capabilities to wean off its dependency on U.S. chipmakers, citing security concerns. But, analysts expects that…
