Overview
- CEO Jensen Huang said Beijing is unlikely to issue a public clearance and that Nvidia will gauge approval through incoming purchase orders.
- CFO Colette Kress said U.S. agencies are working feverishly on export license applications, with no approvals granted yet.
- Nvidia has restarted H200 production and reports very strong interest from Chinese firms.
- Reporting indicates orders exceeding 2 million H200 units, roughly $54 billion at about $27,000 per chip, though shipments depend on U.S. and Chinese sign-offs.
- Nvidia shares were little changed as investors await concrete licensing decisions and potential China purchase activity.