Some analysts see ample opportunity now that the U.S. plans to allow chip sales to China again, but others worry about further geopolitical roadblocks.
Nvidia Stock: Why Permission to Sell H200 Chips to China Might Not Matter for Shares Barron'sChina's Access to Powerful Nvidia Chips Comes at ‘Critical Moment' The New York TimesNvidia gets the OK from Trump to sell chips to China. Is it a reason to buy the stock? CNBCChipmaker Stocks Fall After Trump Clears AI Chip Exports To China ForbesChina set to limit access to Nvidia's H200 chips despite Trump export approval