Overview
- Nvidia has told Chinese clients it aims to start H200 deliveries before the Lunar New Year from existing inventory, targeting 5,000 to 10,000 modules, according to Reuters, with the plan contingent on government approvals.
- Orders for new H200 production capacity are expected to open in the second quarter of 2026, per the same reporting.
- Yahoo Finance reports the U.S. has cleared commercial H200 sales to Chinese customers, though any broader access still depends on Beijing’s sign-off.
- Bank of America projects global semiconductor sales will surpass $1 trillion in 2026, highlighting Nvidia and Broadcom as leaders of AI data-center spending.
- Truist reaffirmed a Buy rating and raised its Nvidia price target to $275, citing ongoing AI infrastructure investment into 2026 despite power and funding constraints.