Nvidia Corporation (NASDAQ:NVDA) CEO Jensen Huang made two China-bullish moves in 48 hours at GTC 2026: restarting H200 chip sales and calling the open-source AI agent OpenClaw “definitely the next ChatGPT.”
Chinese AI stocks surged, but prediction market traders aren’t fully buying it.
H200 Is Back
Huang told reporters Tuesday that Nvidia has H200 purchase orders from Chinese customers and is restarting manufacturing. “Our supply chain is getting fired up,” he said.
The reversal has been swift. As recently as Feb. 25, CFO Colette Kress told analysts Nvidia had “yet to generate any revenue” from China.
Beijing granted licenses to ByteDance, Alibaba Group Holding Ltd (NYSE:BABA), and Tencent Holdings (OTC:TCEHY) to buy more than 400,000 H200 units collectively.
But the deal comes with strings; U.S. inspections, a 25% duty, and a possible cap of 75,000 chips per …
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