Nvidia shares increased more than 5% on Tuesday morning after the company confirmed that it has presented the necessary documentation to restart sales of its H20 graphics chips to China. According to Nvidia, the United States government has assured the company that export licenses will be awarded, eliminating the way for shipments that have been frozen since April.
The company shared the update in a blog post on Monday night, saying that you hope to start deliveries soon.
This news sent Nvidia stock to go up to $ 171 In early trade, extending the execution of maximum records of the company. Last week, closed actions in $ 164.92Establish a new reference point before the increase on Tuesday.
The H20 GPU: a solution for the restrictions of Washington
Nvidia originally developed the H20 chip as a version of recoil of its Hopper Hopper High Performance processors, specifically for the Chinese market. The chip was part of Nvidia’s effort to comply with US restrictions that block the most advanced AI hardware sales to China about national security concerns.
Despite these adjustments, the United States government imposed a new round of export controls in April, stopping H20 sales and costing thousands of millions to Nvidia in lost income. According to the company’s presentations, the ban deleted $ 2.5 billion in sales during the first quarter of fiscal year 2026which ended on April 27. Nvidia warned that if the restrictions continued, they could face an additional Income deficit of $ 8 billion In the second quarter.
China’s sales are criticism for the growth of Nvidia
China represents approximately 13% of the annual income of NVIDIAmaking it one of the most important markets of the company. The arrest in GPU shipments cut a key growth channel, particularly in the AI ​​and Data Center segments where Chinese demand has expanded rapidly.
The CEO of Nvidia, Jensen Huang, has described the situation as “deeply painful” for the company. He has also made it clear that Nvidia cannot develop a new AI chip for China under the current rules of the United States, leaving the H20 as its best option to remain in the Chinese market.
The visit to China high risk of Jensen Huang
Last week, Huang met with President Donald Trump in the White House to discuss the impact of export restrictions. After the meeting, he traveled to Beijing for his second visit to China this year. Huang is scheduled to celebrate a press event in Beijing on Wednesday, where NVIDIA’s role is expected to discuss the Chinese technological ecosystem and the company’s plans for renewed businesses there.
Industry analysts are watching closely to see how fast NVIDIA can restart shipments. Some believe that the company cannot send significant volumes of H20 chips before the current fourth ends in two weeks. However, if the sales pipe opens completely in the second half of the year, Nvidia could recover much of the income he lost in the first half.
Bernstein analyst, Stacy Rasgon estimates that if Nvidia is generated between $ 15 billion and $ 20 billion In China’s sales during the second half of prosecutor 2026, he could add between $ 0.40 and $ 0.50 per share to your earnings.
A market capitalization that continues to rise
The performance of NVIDIA’s actions during the past month has been historical. The company recently crossed the Mercado cause of $ 4 billion threshold, which makes it the most valuable company that was negotiated in public markets.
The movement of shares on Tuesday is part of a broader rally fed by the optimism of investors on the domain of the AI ​​of Nvidia. After stumbling at the beginning of the year due to export restrictions, the company has recovered the impulse, with Wall Street betting on its continuous leadership in the manufacture of AI chips.
AMD also looks for green light for China shipments
Advanced Micro Devices (AMD), Nvidia’s main rival in the AI ​​hardware space, also announced on Tuesday that he is working to restart the sales of his processors from AI to China. AMD shipments were blocked by the same set of export restrictions introduced in April. His stock raised more than 5% In early trade, tracking Nvidia’s profits.
Both companies are now waiting for the final approvals of the United States Department of Commerce, but the first signs suggest that Washington is loosening some of the restrictions that have squeezed the IA chip industry in recent months.
| Metric | Details |
|---|---|
| Shares price (Tuesday AM) | $ 171+ |
| The closure of last week | $ 164.92 |
| Income from China (2025) | 13% of the company’s total income |
| Q1 Fy2026 Sales loss | $ 2.5 billion |
| Loss of projected sale of the second quarter | Up to $ 8 billion |
| Potential 2H Income from China | $ 15–20 billion (analyst estimate) |
| EPS IMPACT (2026) | +$ 0.40– $ 0.50 (if shipments are restart) |
Nvidia has now eliminated the biggest obstacle to her China business this year. The company has returned to shipping chips, back to reserve and return orders in a market that still represents a critical part of its income. After months of uncertainty, the way forward is no longer theoretical, it is an active business.
Also read: Why AMD and Broadcom’s actions could beat Nvidia in the next five years
(Tagstotranslate) Chinese Nvidia Gpu Sales (T) H20 Chine
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