Nvidia Gets Approval for H200 Shipments to Ten Chinese Firms
U.S. regulators approved Nvidia’s H200 AI chip shipments to ten Chinese companies, reopening a multi-billion-dollar market after guidance assumed zero China revenue. Cramer backed China sales during CEO Jensen Huang’s Beijing visit with President Trump as Nvidia enters May 20 earnings with $5 trillion market cap.
1. US Clears H200 Shipments to China
U.S. regulators approved shipments of Nvidia’s H200 AI chips to ten Chinese companies, easing export restrictions that had kept guidance at zero China revenue and opening a multi-billion-dollar revenue opportunity.
2. Cramer Supports China Market Reentry
Jim Cramer urged resuming China sales during CEO Jensen Huang’s Beijing visit with President Trump, arguing that keeping Chinese companies reliant on U.S. AI technology secures long-term demand for Nvidia’s chips.
3. Earnings & Valuation Outlook
Nvidia heads into its May 20 earnings report with a $5 trillion market cap and a 24× forward P/E, prompting investors to balance potential China upside against its premium valuation and the sustainability of AI demand.