Rocket Lab$NVIDIA(NVDA.US)$Cboe Volatility Index(.VIX.US)
The Trump administration prioritizes stability in its China policy and is considering approving NVIDIA's H200 chip export license.
After meeting with Trump on Wednesday, CEO Jensen Huang said that if the U.S. relaxes restrictions, it is uncertain whether China will accept the H200 chip.
Bloomberg reported today that Cambricon plans to triple chip production to replace NVIDIA in the Chinese market.
Although the future is uncertain, NVIDIA's first-mover advantage is believed to be hard to replace.
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