Nvidia Clarifies No Upfront Payment Required for H200 Chips, Boosting Investor Sentiment
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 13 2026
0mins
Source: stocktwits
- Positive Market Reaction: Nvidia clarified that it does not require upfront payments for H200 chips from Chinese customers, leading retail investors to react positively and pushing the stock up 0.4% in early Tuesday trading, reflecting optimism about a potential recovery in its China business.
- Sales Suspension Impact: Although Nvidia's H200 chip sales have been paused due to U.S.-China trade tensions, company management indicated at CES that demand for its chips in China remains strong, suggesting significant market potential still exists.
- Policy Changes Impact: The Biden administration had previously banned the export of advanced AI chips to China, but Trump reversed this policy last month, allowing H200 sales with a 25% fee, although this policy shift has not fully alleviated market uncertainties.
- New Collaboration Developments: Nvidia announced a collaboration with drug giant Eli Lilly to establish a new AI lab for advanced drug development, while also partnering with Thermo Fisher to launch new models in its BioNeMo program, further expanding its influence in the biotechnology sector.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 205.100
Low
200.00
Averages
264.97
High
352.00
Current: 205.100
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- IPO Uncertainty: OpenAI is anticipated to go public in 2026 with a valuation between $830 billion and $1 trillion, despite projecting $14 billion in losses, and the potential government equity stake could directly influence its IPO valuation.
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