Commerce Dept Pulls Export Rule; $200 Q2 Forecast Lifts Nvidia
The U.S. Department of Commerce abruptly withdrew its draft regulation tightening exports of high-end AI chips after interagency review, giving Nvidia a reprieve for international sales. An AI model projects Nvidia’s share price could climb above $200 by the end of Q2 2026, underlining bullish market sentiment.
1. U.S. Withdraws Draft AI Chip Export Rule
The U.S. Department of Commerce unexpectedly withdrew its proposed regulation aimed at tightening global exports of advanced AI chips after interagency review, removing immediate licensing barriers that could have limited Nvidia’s overseas shipments.
2. AI Model Projects Nvidia Shares Above $200 Q2 2026
An artificial intelligence forecasting model now predicts Nvidia’s share price could exceed $200 by the end of Q2 2026, reflecting strong demand expectations for its AI training and inference processors and positive investor sentiment.