Nvidia (NVDA) Shares Rise as China Approves Limited H200 GPU Purchases
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 13 2026
0mins
Should l Buy NVDA?
Source: seekingalpha
- Positive Market Reaction: Nvidia shares rose nearly 2% in midday trading, reflecting investor optimism regarding the Chinese government's approval for select tech companies to purchase H200 GPUs under specific circumstances, indicating potential future sales growth.
- Policy Uncertainty: The Chinese government informed local companies that H200 AI accelerators could be purchased if deemed “necessary,” yet failed to clarify what “necessary” entails, creating concerns about future policy implications that could affect corporate decisions.
- Future Meetings Scheduled: Additional meetings between the Chinese government and tech companies are expected to further discuss H200 GPU purchases, potentially providing opportunities for policy clarification that could influence Nvidia's sales strategy moving forward.
- Strong Demand: Nvidia CEO Jensen Huang noted that demand for H200 chips remains robust, despite the Chinese government's earlier directive for some tech firms to halt orders, suggesting a persistent long-term growth potential for these advanced AI chips.
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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: 220.610
Low
200.00
Averages
264.97
High
352.00
Current: 220.610
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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- Increased Cash Dividend: Nvidia will raise its quarterly cash dividend from $0.01 to $0.25 per share, reflecting confidence in future cash flows and potentially attracting more investor interest in its stock.
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