The U.S. Just Authorized Nvidia Chip Sales to China. Here's What Investors Need to Know. The U.S. now says it will ease restrictions, allowing the AI leader to return to this high-growth market. Nvidia's Jensen Huang says the China AI opportunity is worth billions of dollars.

Trump said Chinese President Xi Jinping "responded positively" to the proposal to let Nvidia sell H200 AI chips on condition that the U.S. gets 25% of revenue.

President Trump announced Monday that he will allow California-based Nvidia to sell its advanced H200 computer chips to "approved customers" in China, a boost to the semiconductor giant whose chips are widely used for artificial intelligence.

China’s exports returned to growth in November following an unexpected contraction the month before, although shipments to the United States dropped nearly 29% from a year earlier in an eighth straight month of double-digit declines.

The announcement ended what has effectively been a ban on AI chip sales to the world's second-largest economy and America's strategic adversary.

China has been one of Russia's closest partners since the outbreak of the full-scale war in Ukraine in 2022, with Moscow describing its relations with Beijing as a partnership " without limitations or taboos ." The two countries have closely cooperated on military matters, including joint patrols and bilateral drills, to bolster their readiness.

China's exports to the U.S. have dropped sharply this year, in the face of President Trump's tariffs — but the country is still finding plenty of customers elsewhere around the world.

We’re now starting to see a second China shock play out, one that looks different. This time, barred from the U.S. market by tariffs, and unable to sell enough to consumers at home, China is redirecting more of its exports to developing countries. It’s also setting up its own factories in some of these countries.

The Japanese government is taking uncomfortable steps to prepare its citizens for a possible future war that its military would not be able to avoid.