Nvidia news
On July 10, 2026, reports emerged of a significant diplomatic "thaw" between Washington and Beijing, potentially allowing major Chinese technology firms, including Alibaba and ByteDance, to procure up to 200,000 NVIDIA H200 processors. According to The Information, the Chinese government is considering an import quota for the AI chips, provided the companies can justify the specific requirements for their AI platforms. This development follows a series of trade concessions and signals a potential easing of the export restrictions that have constrained NVIDIA's revenue growth in the Chinese market over the past two years.