How Will Nvidia React to China Deal? | Credit: Veronica Cestari
Share
Key Takeaways
Nvidia has reached a deal that allows it to export chips to China.
The Nvidia (NVDA) stock price still trades below its all-time high.
Can NVDA surge and hit a new all-time high once the market opens?
Nvidia stunned investors this week after securing approval to resume exporting advanced chips to China.
This is a massive shift in policy that reopens one of the world’s largest AI markets.
The news has triggered fresh debate across the tech and political landscape, and now traders are watching closely to see whether the optimism surrounding the Nvidia China deal can push NVDA back toward its all-time highs when markets open.
We applaud President Trump’s decision to allow America’s chip industry to compete to support high paying jobs and manufacturing in America. Offering H200 to approved commercial customers, vetted by the Department of Commerce, strikes a thoughtful balance that is great for America
Shoe tweeted that the deal occurred after a backroom meeting with Trump and a donation to his ballroom.
Tim Fist also believes that the H200 exports will boost China’s ability to develop and deploy frontier AI models.
Huawei is not planning to make an AI chip that matches the H200 until Q4 2027. But more importantly, China’s manufacturing bottlenecks mean it’ll only reach 1-2% of US production in 2026. So this move is giving China a bunch of advanced AI compute it wouldn’t otherwise have, he stated.
The NVDA chart suggests that despite the positive news, a price crash is more likely than new highs.
What Happens Next for Nvidia?
The Nvidia China export approval is undeniably bullish from a fundamental standpoint.
It reopens a massive revenue stream the company thought it had lost.
However, with momentum indicators turning bearish and NVDA sitting below major resistance, technical indicators point toward caution rather than celebration.
If NVDA closes above $212, a new phase of price discovery begins.
If it fails again, another sharp correction could follow.
Either way, Nvidia’s China comeback will remain one of the most closely watched market stories of the month.
Disclaimer:
The information provided in this article is for informational purposes only. It is not intended to be, nor should it be construed as, financial advice. We do not make any warranties regarding the completeness, reliability, or accuracy of this information. All investments involve risk, and past performance does not guarantee future results. We recommend consulting a financial advisor before making any investment decisions.
Valdrin Tahiri is a cryptocurrency analyst and reporter at CCN, specializing in technical analysis with a focus on Elliott Wave theory, on-chain metrics, and fundamental research. He brings over seven years of experience in the crypto space as both a trader and writer.
He discovered cryptocurrencies in 2017 while earning his MSc in Financial Markets at the Barcelona School of Economics, which sparked a deep interest in blockchain and market dynamics. Since then, he’s contributed to top crypto outlets like BeInCrypto and CoinGape.
Valdrin also served as Community Manager of BeInCrypto’s Telegram group for three years, helping grow it into one of the largest crypto communities worldwide. His expertise in market structure and price patterns allows him to break down complex trends into clear, actionable insights.
He’s published thousands of articles covering altcoins, Bitcoin cycles, and macro trends.
