Financial analysts point out that this valuation does not fully reflect Nvidia’s dominant position in the AI chip market, where it holds approximately 80% market share for training AI models. The company’s H100 and upcoming H200 chips remain in high demand with major cloud providers and AI developers.

The relaxation of the United States' export controls for Nvidia's H20 chips won brief applause in China – while raising longer-term concerns about wh

Nvidia: H20 export reinstated, bolstering the $200 by this year-end bull case and reviving the China growth story.

Nvidia’s Omniverse, Blackwell chips, and AI factories fuel massive growth, with strong margins and an unmatched ecosystem advantage. See why NVDA stock is a buy.

In April, the Trump administration blocked Nvidia from selling H20 GPUs in China, a decision that has already cost the company billions of dollars in revenue. Nvidia recently filed applications to resume selling H20 GPUs in China and has reportedly received assurances from the U.

In April 2025, the U.S. expanded restrictions to include the Nvidia H20 chip, a China-specific version designed to comply with earlier export rules.

In the decade since the discovery of Rowhammer, GPUhammer is the first variant to flip bits inside discrete GPUs and the first to attack GDDR6 GPU memory modules. All attacks prior to GPUhammer targeted CPU memory chips such as DDR3/4 or LPDDR3/4.

The rally in Nvidia came after reports that the U.S. government approved new export licenses for the company's H100 AI chips, easing some restrictions tied to advanced chip sales to China.