JAKARTA - Nvidia shares rose significantly by 3.93 percent after reports emerged that the technology giant plans to start exporting H200 type artificial intelligence (AI) chips to China in mid-February 2026.
According to a Reuters report, Nvidia has informed its clients in China of a delivery schedule that is targeted to take place before the Chinese New Year holiday.
Although this plan has been carefully prepared, its success still depends heavily on the approval of the Beijing government. The Chinese government has not yet given an official green light to the purchase. Of course, this is a potential obstacle to the distribution.
Nvidia said it would use its current inventory to fulfill initial orders, with total estimated shipments reaching 5,000 to 10,000 chip modules, or the equivalent of about 40,000 to 80,000 H200 AI chip units.
In addition to meeting the initial order, the company has also informed customers in China of plans to expand the factory's production capacity for H200, where the opening of new orders is scheduled to begin in the second quarter of 2026.
This move shows Nvidia's ambition to remain dominant in the Chinese market despite the midst of tight trade restrictions.
The main uncertainty in this export plan lies in the official licensing from the United States government. Earlier this month, the White House announced that it would allow exports of H200 to China on the condition that a 25 percent performance cut be made.
If this shipment is realized according to plan, it will be Nvidia's first major shipment amid ongoing US-China trade tensions.
The Trump administration has reportedly begun reviewing requests for licenses to sell the H200 to China as a follow-up to Donald Trump's promise to approve the exports, despite pressure and concerns over national security issues.
The H200 chip itself is built using the older Hopper series architecture, so it has lower speeds when compared to the much more advanced Blackwell or Rubin chips. However, demand for the H200 remains very high for AI workloads due to the current supply of Blackwell chips, which are still very rare in the global market.
On the other hand, the Chinese government continues to work to reduce dependence on American technology by encouraging domestic players such as Alibaba and Baidu to develop more advanced AI chips, although to date there have been no local products that can match the performance of the H200 chip.
The positive sentiment regarding this export plan further strengthens the position of Nvidia (NVDA) shares, which currently hold a "Strong Buy" rating consensus from analysts at TipRanks. With an average target price of 263.58 US dollars, the company's shares are predicted to have a potential increase of 45.6 percent from current levels.
Overall, Nvidia's stock performance has jumped 34.8 percent so far this year, reflecting the company's unassailable dominance in the worldwide artificial intelligence-supporting hardware industry.
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