By Faheem Tahir
Publication Date: 2025-12-11 18:41:00
NVIDIA Corporation (NASDAQ:NVDA) is one of the 15 best AI stocks to watch in December 2025.
On December 8, 2025, Reuters reported that the U.S. had approved NVIDIA Corporation (NASDAQ:NVDA)’s exports of the H200 processor to China, subject to a 25% fee on such sales. President Donald Trump, announcing the decision on Truth Social, described it as a strategic compromise designed to “protect national security, create American jobs, and keep America’s lead in AI.” However, exports of Nvidia’s flagship Blackwell chips have still not been allowed, with this arrangement avoiding a full ban that strategists feared would accelerate Huawei’s rise in China’s AI chip market.
NVIDIA Corporation (NASDAQ:NVDA) expressed optimism toward the move, calling the H200 export framework “a thoughtful balance that is great for America.” However, the outlook for demand remains uncertain amid Beijing’s ongoing pressure on domestic firms to avoid U.S. technology. Following the announcement, Nvidia’s shares rose 2% after hours, after recording a 3% rally earlier in the day.
This update came following CEO Jensen Huang’s comments on December 6, 2025. Huang warned that China’s structural advantages in construction speed and energy capacity could move past U.S. infrastructure readiness in the AI era. He urged that this imbalance must be addressed…
