Chinese Tech Giants Receive the OK to ‘Prep’ for H200 Orders. How Should Nvidia Stock Investors Play the Return to China Thesis?

In the last few years, Nvidia (NVDA) stock has been among the biggest value creators from the technology space. As investments related to artificial intelligence (AI) have swelled, value creation has been backed by significant upside in revenue, margins, and cash flows. Currently, Nvidia commands a market valuation of $4.6 trillion. Looking forward, there seems to be no dearth of catalysts. Goldman Sachs estimates that global AI-related infrastructure spending is likely to reach $3 trillion to $4 trillio ...