This $40 Billion News Could Be Game-Changing for Nvidia Stock in 2026
The Motley Fool • • business
Key Points:
- Nvidia's shares rose nearly 39% in 2025, underperforming the PHLX Semiconductor Sector index's 42% gain due to concerns about an AI bubble, circular financing risks, and U.S. restrictions on sales to China.
- In December, former President Trump allowed Nvidia to sell advanced H200 processors to approved Chinese customers, with a 25% revenue share payable to the U.S. government, potentially unlocking significant business in China.
- Chinese tech companies have placed orders for over 2 million H200 chips, but Nvidia currently has only about a third in stock, prompting increased production by Taiwan Semiconductor Manufacturing starting in Q2 2026.
- If Nvidia sells 2 million H200 processors in China at a net