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Nvidia’s $54B China H200 Orders Signal AI Chip Demand Surge

Nvidia’s $54B China H200 Orders Signal AI Chip Demand Surge

Author:

Global Cryptocurrency

Published:

2026-01-07 10:28:02

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BTCCSquare news:

Nvidia shares edged 0.5% higher in after-hours trading as CEO Jensen Huang confirmed 'very high' demand for H200 chips in China. The semiconductor giant has already secured orders for over 2 million units—a potential $54 billion revenue stream—despite U.S. export restrictions requiring 25% government payments.

Market focus remains split between domestic AI infrastructure growth and geopolitical uncertainties. While memory chip stocks rally (Sandisk +27%), Nvidia's flat three-month performance reflects investor caution until Chinese bulk purchases materialize. Meanwhile, Elon Musk's xAI secured $20 billion for data centers planning 1 million Nvidia GPUs.

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