A Trump Policy Pivot Could Hand Nvidia Billions in AI Chip Sales -- If It Happens

Nvidia (NASDAQ: NVDA) is currently barred from selling its vaunted graphics processing chips (GPUs) in China, but there may be some movement on that front. Bloomberg is reporting that the Trump administration is considering allowing Nvidia to sell its H200 chips to China -- and if so, it could be worth potentially billions to Nvidia's bottom line.Nvidia would love to sell chips to China -- in fact, Chinese sales made up 13% of Nvidia's revenue in 2024, accounting for $17.1 billion in sales, according to Motley Fool research.Nvidia was previously able to sell its H20 chip in China -- a version of its popular Hopper H100 chip that was downgraded to meet U.S. export regulations imposed by the Biden administration. But in April 2025, the Trump administration imposed new export rules that blocked the chip sales. Sales never resumed -- CEO Jensen Huang at one point said the Trump administration agreed to allow Nvidia to resume sales in exchange for 15% of China sales revenue, but Beijing discouraged Chinese companies from buying the chip, citing national security reasons, and instead encouraged them to use domestic alternatives. Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool