Nvidia will resume selling AI chips to China with US government approval, indicating a significant shift in trade policy. This decision is expected to spur market growth, particularly benefiting Nvidia and the Nasdaq index. The approval comes after a meeting between President Trump and Nvidia's CEO, suggesting increased support for the AI sector. The H20 chip aligns with US export controls and responds to soaring demand in China. The market anticipates the lifting of restrictions will lead to major earnings expansion for Nvidia, solidifying its dominance in the global AI hardware space.
This changes the trajectory of the Nasdaq in a single stroke. The tech-heavy index is now poised for another leg higher because the market's AI engine, Nvidia, just got its fastest growth market back.
It's a pivotal moment. Not only does this clear the fog around Nvidia's near-term revenues, it confirms that the White House understands the stakes in the global AI race.
Wall Street has been waiting for clarity. This is it. And the Nasdaq is going to respond.
It's about reactivating the most important international revenue generator for Nvidia, which will directly stimulate overall market growth and investor confidence.
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