Key insights
- Nvidia is restarting production of its H200 chips for Chinese customers, signaling continued demand despite trade restrictions. This could provide a boost to Nvidia's revenue and potentially break its current trading pattern. The impact is moderately positive for US equities, particularly the tech sector, as it suggests resilience in Nvidia's business model and adaptability to geopolitical challenges.
Nvidia has taken purchase orders from Chinese customers for its powerful H200 chips and is in the process of restarting its manufacturing process, CEO Jensen Huang told reporters.
https://www.semafor.com/article/03/17/2026/nvidia-is-restarting-h200-chip-manufacturing-for-china
This is going to give the company another boost potentially breaking out its horizontal trading pattern. Although their summit is postponed, I'm slightly optimistic about how Trump will deal with China because he will want to score some points going into the midterms, unless the Iran war turns around more positively (unlikely).