Trump Opens Door for Nvidia H200 Deliveries to Alibaba, Tencent and 8 Additional Companies

Investor summaryBullish

Trump administration reportedly allows Nvidia to sell H200 chips to Alibaba, Tencent, and 8 other Chinese firms.

Bull points

Chinese tech giants like Alibaba and Tencent can access advanced AI chips (H200) to boost their AI infrastructure.
Nvidia gains a significant revenue stream by resuming sales to major Chinese clients.

Bear points

Policy reversals or further export restrictions could still occur, creating uncertainty for chip deliveries.

NVDA BABA 0700.HKAI 资本开支半导体

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Discussion · top comments8 selected

u/thinkabetterworld 2· 27d ago

It's analogous to the double blockage of the straight fo Hormus. History doesn't necessarily repeat but sure always rhymes :)

u/justwalk1234 2· 27d ago

It is really weird because not selling nvidia chips to China was USA’s idea to begin with

u/Gojo26 1· 26d ago

Maybe they want to crash from 180 to 120

T-Head is going to be better

u/rum108 1· 26d ago

Damn… Jack Ma wasn’t at the meeting… fml 🤦🏻♂️

But I thought Xi said he won't use them anyway because he wants technological independence and China to develop their own chips.

u/BaBaBuyey 1· 27d ago

He does whatever he wants & screws up everything

u/uedison728 1· 27d ago

So Xi changed his mind again not banning Nvidia chips to China after US approved it?