By Faheem Tahir
Publication Date: 2026-02-11 19:26:00
NVIDIA Corporation (NASDAQ:NVDA) is one of the best performing S&P 500 stocks in the last five years.
Reuters reported on February 10, 2026, that NVIDIA Corporation (NASDAQ:NVDA) is required to comply with strict U.S. licensing terms for exports of its H200 AI chips to China, according to Howard Lutnick, the Commerce Secretary. Aligned with the State Department, the conditions follow a U.S.-China trade truce brokered in October last year.
It is reported that NVIDIA Corporation (NASDAQ:NVDA) has been resisting provisions, including ‘Know Your Customer’ requirements. The current situation reflects ongoing geopolitical constraints on its China-facing AI revenue despite limited export permissions.
Additionally, on February 3, 2026, Reuters reported that NVIDIA Corporation (NASDAQ:NVDA) is getting closer to acquiring a $20 billion stake in OpenAI as part of the AI startup’s latest funding round. OpenAI is seeking up to $100 billion at an $830 billion valuation.
With the deal not yet finalized, NVIDIA Corporation (NASDAQ:NVDA)’s CEO Jensen Huang mentioned plans for a massive investment, one that could potentially be the company’s largest ever.
In September, reports cited chip-related concerns as a factor behind the pause of NVIDIA Corporation’s (NASDAQ:NVDA) earlier $100 billion investment. On February 2, 2026, OpenAI expressed dissatisfaction with…
