By Kanchana Chakravarty
Publication Date: 2025-12-09 10:27:00
Item 1 of 2 A NVIDIA logo appears in this illustration taken August 25, 2025. REUTERS/Dado Ruvic/Illustration/File Photo
Trump’s decision appears to settle a debate over whether Nvidia and its rivals should keep their global lead by selling their AI chips to China or withhold shipments.
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It is unclear whether the move will result in new sales after Beijing told companies not to use U.S. technology.
The restrictions banned the sale of advanced AI processors to China, weighing on Nvidia’s growth despite strong global demand.
“The U.S. has gone back and forth on restrictions, and may do so again in the future, but now we foresee at least a path to meaningful future AI revenue from China,” Morningstar analysts said in a note.
However, Ipek Ozkardeskaya, senior analyst at Swissquote Bank, said the approval alone may have limited impact on Nvidia’s business in China unless it is allowed to…
