Nvidia is back in China.In a stunning turn of events, the chip maker said it expects to soon be able to sell its H20 AI chip in the country.On Monday, Nvidia said the U.S. government has assured the ...

As Nvidia’s China headwinds begin to abate, the Jensen Huang-led company could be seeing a surge in demand for its products in this key market. A Reuters report, citing two sources, said Apple had ...

On Monday, Nvidia said it has filed applications to resume selling H20 GPUs in China and has received assurances that ...

Nvidia stock's surge looks poised to accelerate because investors' biggest concern about the company -- losing the Chinese data center AI chip market -- is now a non-issue.

Just because it's already the biggest company in the world by market cap doesn't mean the GPU leader doesn't have a lot of ...

Nvidia shares surged as the chipmaker is expected to sell H20 AI chips to China after US export license assurance ...

Nvidia faces a huge long-term headache with China AI chip curbs. Find out why investors should use NVDA stock weakness as an opportunity.

Nvidia hit record highs last week, and the company’s market cap surpassed $4 trillion. The stock has room to run higher if Nvidia can get concessions on chip exports to China.

Conclusion: Nvidia Performs Well Despite Export Pressure The Q1 2026 earnings were strong, and I would say that, in some ways, China is not Nvidia’s problem. The U.S. is a bigger problem for Nvidia.

From the figures above, it would appear that China makes up 13% of Nvidia's total revenue base. However, a footnote in the company's filings may offer a clue as to how much is really at stake here.

Arya said Nvidia has around 10% direct China data-center exposure, with the rest of China sales coming from less restricted sectors like gaming and auto. The impact from China restrictions could ...