Nvidia shares surged over 3% at the US market open on July 15, propelled by news of imminent H20 chip sales resumption to China. The rally added nearly $200 billion to its market valuation, eclipsing more than half of rival AMD's total market capitalization and solidifying Nvidia's position above the $4 trillion threshold. Notably, AMD stock simultaneously jumped over 7%, reaching approximately $250 billion in market value.
During his Beijing visit, CEO Jensen Huang confirmed Nvidia secured US government assurances and submitted H20 chip licensing applications, pledging swift market re-entry. "China's vast, vibrant innovation ecosystem and concentration of AI researchers make market presence crucial for US firms," Huang emphasized. The announcement follows Nvidia's disclosure of $8 billion in losses from previous H20 restrictions in its latest earnings report.
Market analysts cautioned that lingering US-China uncertainties persist despite the breakthrough. Intensifying competition looms from Chinese tech heavyweight Huawei and other AI inference chip manufacturers. Omdia Semiconductor Research Director He Hui noted: "Chinese enterprises will continue diversifying supply sources to enhance security and maintain operational flexibility."
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