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Strategies & Market Trends : World Outlook

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From: Les H	12/8/2025 4:29:51 PM
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US plans to approve export of Nvidia’s H200 chip to China Story by Amrith Ramkumar, Robbie Whelan. WSJ. December 28. 2025 Investors will be watching for China’s response to the expected H200 approvals and to see what, if anything, the U.S. gets in return. The move could be worth billions of dollars in sales to Nvidia and help Chinese tech giants that have struggled to get top chips to train their models. Huang has argued Nvidia should be allowed to compete in the Chinese market because the nation has many of the world’s top AI researchers and the U.S. should want them using American technology. Huang has also made clear that the scale of AI demand in China makes the country critical for the company’s future. “You’re not going to replace China,” Huang said at an event at the think tank CSIS last week. US plans to approve export of Nvidia’s H200 chip to China

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