NEW YORK: Nvidia gained 1.7% in premarket activity following Trump’s announcement allowing H200 chip exports to Chinese customers deemed compliant with US regulations.
The move may revive some of Nvidia’s lost revenue opportunities after strict export controls had restricted sales of high-end AI processors.
Morningstar analysts noted that the decision “opens a pathway” to China-related AI revenue, though they warned that US policy has been inconsistent and could shift again.
China’s ongoing drive to build a self-reliant semiconductor ecosystem complicates Nvidia’s long-term outlook.
AMD and Intel also experienced modest gains on expectations of similar export permissions.