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Nvidia Gets China Green Light: Will it Be a Demand Boost?

The U.S. has given approval for NVIDIA to resume exports of its H200 chips to China, easing a key overhang on Nvidia’s China-related revenue outlook. The move signals a temporary softening in tech export restrictions, potentially unlocking delayed demand from Chinese cloud and AI customers. However, investors remain cautious as policy risk and geopolitical uncertainty still loom large, especially with AI chips at the center of U.S.–China tensions. With H200 exports approved, how meaningful is the near-term revenue upside for Nvidia?

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