The Trump administration cleared Nvidia’s second-most-powerful AI chip, the H200, for sale to about 10 Chinese tech companies, with CEO Jensen Huang traveling to Beijing alongside Trump to push a breakthrough. The stock jumped 4.4% on 14 May, extending a seven-day rally of 20% and pushing the chipmaker toward a $6 trillion market cap — but no H200s have actually been delivered to China yet.
The Numbers
- ~10 Chinese firms approved to buy Nvidia H200
- Nvidia stock: +4.4% Thursday 14 May
- Seven-day rally: +20%
- Market cap: Approaching $6 TRILLION
- Deliveries to China so far: ZERO
The Beijing Diplomacy
- Jensen Huang joined Trump’s official China delegation
- H200 clearance announced during the Trump-Xi state visit
- China simultaneously pushing Tencent + Alibaba homegrown chips
- Geopolitical signal: chip-export framework now a Trump-Xi bargaining tool
Why It Matters
- Nvidia could become the first $6T+ company in market history
- Validates seven-day, +20% rally as more than momentum chase
- Sets precedent for future Chinese access to US AI chips
- Pressure on AMD + custom silicon (Google TPU, AWS Trainium) competitors
What To Watch
- Actual H200 shipment timing — earliest Q3 2026
- Whether Beijing’s chip-import policy keeps allowing US gear
- Tencent/Alibaba silicon roadmap announcements
- Nvidia Q2 earnings — guidance vs China revenue
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