This article first appeared on GuruFocus.
Nvidia (NASDAQ:NVDA) shares rose about 1.5% on Tuesday morning as reports said the chipmaker is targeting mid-February to begin shipping H200 AI processors to China.
The initial push would use existing inventory, with sources saying Nvidia plans to send between 5,000 and 10,000 modules, roughly 40,000 to 80,000 individual H200 chips, if Chinese authorities greenlight the sales.
The plan hinges on Beijing's approval, which has not yet been granted, leaving the timeline flexible. One source cautioned: Nothing is certain until we get the official go-ahead.
The move follows a U.S. policy shift that allows H200 exports to China with a 25% fee, a reversal of tighter restrictions under the previous administration. Washington has opened an inter-agency review process for licenses.
Companies such as Alibaba and ByteDance have expressed interest in H200s, which markedly outperform the downgraded H20 chips currently available in China.
Nvidia said it manages supply continuously and that licensed sales would not affect U.S. customers. Analysts noted regulatory and geopolitical risks remain significant and could alter any delivery plans.