This $40 Billion News Could Be Game-Changing for Nvidia Stock in 2026

• In December, President Donald Trump decided to licence Nvidia to merchantability its precocious H200 chips to immoderate Chinese customers.

• A Reuters study suggests that determination is precocious request for Nvidia's chips successful China.

• The company's apical enactment could leap substantially this twelvemonth if it tin fulfill the beardown request emerging from China.

• 10 stocks we similar amended than Nvidia ›

Shares of artificial quality (AI) spot pioneer Nvidia (NASDAQ: NVDA) delivered a coagulated show successful 2025, rising by astir 39%. However, respective concerns weighed connected the banal passim the year, including intensifying concerns astir a imaginable AI bubble and the hazard posed by the circular financing deals prevalent successful the sector.

These factors explicate wherefore Nvidia underperformed the PHLX Semiconductor Sector index's 42% summation past year. Additionally, restrictions imposed by President Donald Trump connected the company's quality to merchantability its chips into the Chinese marketplace successful April led to the institution losing a important magnitude of business. However, Trump's caller determination to let Nvidia to merchantability its precocious chips to "approved customers" successful the Chinese marketplace could acceptable the signifier for the banal to bushed the marketplace successful 2026.

In December, President Donald Trump announced connected his societal media platform, Truth Social, that Nvidia would beryllium capable to merchantability its precocious H200 processors to prime customers successful China. However, it volition person to wage 25% of its gross from those income to the U.S. government. This is bully quality for a institution that seemed connected way to timepiece $30 cardinal successful gross from the Chinese marketplace successful the existent fiscal twelvemonth earlier Trump's erstwhile restrictions kicked in.

A caller study from Reuters revealed that Nvidia could commencement shipping its H200 information halfway processors, which are astir 6 times much almighty than the downsized H20 spot it was antecedently selling there, successful mid-February. And now, different exclusive Reuters study indicates conscionable however beardown the request for the H200 processors is successful China.

The latest nonfiction reports that Chinese tech companies person placed orders for much than 2 cardinal H200 chips, which are based connected the previous-generation Hopper architecture. Given that Nvidia has lone astir a 3rd of that magnitude successful stock, it has reportedly asked its foundry partner, Taiwan Semiconductor Manufacturing, to boost accumulation truthful it tin fulfill the request from Chinese customers.

Reuters' root added that TSMC volition reportedly commencement producing the further China-bound chips successful the 2nd quarter. Also, Nvidia is reportedly going to terms the H200 chips astatine $27,000 each for the Chinese market. After deducting the 25% that Nvidia volition request to wage to Washington, it would person conscionable implicit $20,000 from the merchantability of each H200 spot to Chinese customers.