Excerpt from DBS report.

Report Summary
• President Trump has approved the sale of Nvidia’s H200 AI chips to China, reversing previous restrictions, but a 25% tariff applies and latest-generation chips remain excluded.
• This move potentially gives Nvidia access to China’s USD50bn AI market, which could significantly boost its financials, as prior restrictions led to zero revenue assumptions and China previously generated up to USD8bn per quarter for Nvidia.

Above is an excerpt from a report by DBS. Clients of DBS can be the first to access the full report from the DBS website: https://www.dbs.com