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Trump Reverses Nvidia Ban; $2.56B Revenue Expected

12/28/2025

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Summary

Story summary

U.S. President Donald Trump announced Nvidia will resume H200 GPU sales to Chinese customers in early 2026.
Nvidia plans to ship 40,000–80,000 units, generating $1.28–$2.56 billion in revenue.
The move follows Nvidia’s April 2025 restriction from the Chinese market.
The H200 is more powerful than its predecessor and attracts Alibaba and Tencent.
Analysts expect a 36% rise in Nvidia stock and a 60% EPS gain for 2026.

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Story summary

U.S. President Donald Trump announced Nvidia will resume H200 GPU sales to Chinese customers in early 2026.
Nvidia plans to ship 40,000–80,000 units, generating $1.28–$2.56 billion in revenue.
The move follows Nvidia’s April 2025 restriction from the Chinese market.
The H200 is more powerful than its predecessor and attracts Alibaba and Tencent.
Analysts expect a 36% rise in Nvidia stock and a 60% EPS gain for 2026.