1. Nvidia plans to restart H20 AI chip deliveries to China. 2. US government assures Nvidia of shipment approvals. 3. This reverses prior restrictions by the Trump administration. 4. Nvidia's CEO recently met with Trump to discuss AI. 5. April limitations could have cost Nvidia billions.
The resumption of chip deliveries signals increased revenue potential for Nvidia. Historically, relaxed restrictions lead to stock price gains.
The news represents a critical shift in Nvidia's operational abilities in China, impacting both market share and potential earnings.
Immediate upturn expected as shipments begin, affecting Q3 and Q4 financial results. Previous similar instances show quick stock reactions.