This news of impending approval and massive interest is great news for Nvidia , especially as its market share in China has essentially fallen to zero from a high of 95% just a few years earlier. This was caused by the increasing tensions between the U.S. and China, with a trade war between the two sides resulting in a complete ban of Nvidia’s most powerful offerings to China in April 2025, including those specifically made to follow Washington, D.C.’s earlier limitations like the H20 and RTX 5090D.
The situation between the two rivals have softened recently, though, with the U.S. and China agreeing on a one-year tariff truce . And even though Blackwell's availability wasn’t discussed between the two parties, it seemed that China was able to win some concessions from the U.S. for allowing the sale and export of Nvidia’s last-generation AI chip.
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Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/china-expected-to-approve-h200-imports-in-early-2026-report-claims-tech-giants-alibaba-and-bytedance-reportedly-ready-to-order-over-200-000-nvidia-chips-each-if-green-lit-by-beijing#main
- https://www.tomshardware.com
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