Nvidia China Exports Could Unlock Billions In Revenue: JPMorgan - NVIDIA (NASDAQ:NVDA)

The opportunity exists because U.S. export policy has quietly changed. Nvidia's H200 shipments to China and Macau are no longer under automatic denial, but instead subject to case-by-case review — reopening the door to future sales.Billions In Revenue Waiting On ApprovalSur said China remains a major source of demand, even as shipments remain in limbo. The firm estimates that each 100,000-unit shipment could drive about $3 billion in revenue, highlighting how approvals could translate into meaningful financ ...