Nvidia Just Made a Major Move for 2026. Time to Buy?

Group 1 - Nvidia has experienced significant stock growth of over 200% in the past two years, driven by its strong position in the artificial intelligence (AI) market, which is projected to reach trillions of dollars in the coming years [1] - The company faced challenges in 2025 due to U.S. export controls on chip sales to China, resulting in a billion-dollar charge for unsold chips [2] - Nvidia's sales to China accounted for 13% of its overall revenue in fiscal 2025, but the U.S. halted sales of its H20 chip, limiting access to the Chinese market [5][6] Group 2 - Despite the challenges in the Chinese market, Nvidia reported a 62% increase in revenue to $57 billion in the latest quarter, driven by demand for its Blackwell platform and maintaining a gross margin above 70% [7] - Recent developments indicate that Nvidia may return to the Chinese market with its H200 chip, which is less powerful than the Blackwell chips but more powerful than the H20, with a requirement to allocate 25% of sales to the U.S. [8]