MaDLabbit
12-10

H200 sales may be approved by president trump but I think China will still avoid to use it, they have huawei, Baidu's kunlun AI and others, they will consider that trump have hold them hostage once and he will do it again. So China will be worried and want to develop their own technology rather than relying the US which is so unpredictable. therefore I'm bullish with Baidu Kunlun AI chip. 

H200 China Sales Near Confirmation: Can Nvidia's Rally Last?
Plans to sell the H200 to the Chinese market are now largely confirmed. NVIDIA has informed Chinese clients that it plans to begin delivering H200 chips around mid-February 2026. Total shipments are expected to reach 5,000–10,000 module sets, equivalent to roughly 40,000–80,000 H200 chips. NVIDIA shares rose 3% yesterday. With H200 sales acting as a catalyst, can this rebound be sustained? At current levels, is NVIDIA undervalued or already overvalued?
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