1722 ET - Investors will be watching for Nvidia executives to give updates on the company's efforts to sell H200 chips to China when the semiconductor company releases its earnings next week, Deutsche Bank analysts write in a note. The company has been engaged in a back-and-forth with the Trump administration over the terms of the sale, telling administration officials that proposed rules around chip exports to China are too strict, The Wall Street Journal reported earlier this month. The sale, "if cleared by both countries, would likely provide significant revenue upside," they write, noting CEO Jensen Huang's estimate that the Chinese AI chip market is around $50 billion with a projected 50% compound annual growth rate. (elias.schisgall@wsj.com)

(END) Dow Jones Newswires

February 18, 2026 17:22 ET (22:22 GMT)

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