US approves H200 chip exports to 10 Chinese firms; NVDA poised for parabolic move as China re-enters revenue stream

The US granted export licenses for NVIDIA's H200 advanced AI chips to 10 Chinese companies, a dramatic reversal of prior restrictions that had blocked China's access to US-made semiconductors. The decision restores a revenue stream worth roughly 25% of NVDA's sales and signals a geopolitical thaw during Trump's Beijing summit, setting up a potential sharp rally in chip equities.