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US Approves Nvidia H200 Chip Exports to 10 Chinese Companies, Geopolitical Reversal Fuels NVDA Rally

The Biden-Trump administration approved the export of NVIDIA's advanced H200 AI chips to 10 Chinese companies, marking a dramatic reversal of the prior export ban regime. NVDA jumped 4.4% on the news, signaling market surprise that this major revenue stream, roughly 25% of Nvidia's annual sales, is being restored amid ongoing US-China tensions.

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Rocky take

US Approves Nvidia H200 Chip Exports to 10 Chinese Companies, Geopolitical Reversal Fuels NVDA Rally has gained +0% in mention volume over the past 24 hours. Sentiment is constructive. Coverage is led by tier-1 financial press with cross-platform amplification.