Nvidia gains slightly on potential ByteDance and Alibaba orders 📈

ByteDance and Alibaba moved quickly to inquire about Nvidia’s H200 chips after President Trump signaled that exports to China would be allowed. This is the first real sign that top-tier Chinese platforms want back into Nvidia’s ecosystem.

Both companies are preparing large orders, contingent on Beijing’s approval, but they are already expressing concerns about supply availability. The H200 remains extremely limited as Nvidia prioritizes Blackwell and the upcoming Rubin line.
The H200 is almost six times more powerful than the previously permitted H20, which instantly resets the competitive landscape in China’s AI training market. Domestic chips still lag in training workloads, which keeps Nvidia strategically essential.
Beijing has not formally responded to the export green light yet. Recent restrictions on Nvidia chip purchases by government-backed data centers and major tech firms add another layer of uncertainty.
Chinese regulators have asked companies including Alibaba, ByteDance and Tencent to evaluate their potential H200 demand. A decision from Beijing is expected soon.
Despite political scrutiny, Chinese institutions ranging from top universities to defense-linked organizations have reportedly attempted to procure H200 units through grey-market channels, signaling acute demand for high-performance compute.
Market expectations are that Chinese tech giants will purchase H200 units quietly. Leading AI models in China still depend on Nvidia hardware, and the competitive pressure against Huawei and Cambricon in training workloads remains significant.
Nvidia’s supply chain remains constrained. Production of the H200 is still in very limited volumes, a factor that could hold back near-term revenue upside even if China reopens as a viable market.
China’s foreign ministry offered a neutral stance, saying the country values cooperation with the United States and declining further comment.

Source: xStation5

10 December 2025, 3:30 PM

Ferrari shares near 2-year lows 📉

10 December 2025, 3:01 PM

Photronics shares surge almost 50% on strong Q3 earnings report 📈

10 December 2025, 11:41 AM

A New Era for Nvidia’s Chips: More Security, More Tension

10 December 2025, 9:10 AM

Amazon increases its investments in India. Could this be a growth catalyst?

Stocks

Cookie name	Description
SERVERID
userBranchSymbol	Expiration date 1 day
test_cookie	Expiration date 1 hour
adobe_unique_id	Expiration date 364 days
__hssc	Expiration date 1 hour
SESSID	Expiration date 1 day
__cf_bm	Expiration date 1 hour
intercom-id-iojaybix	Expiration date 270 days
intercom-session-iojaybix	Expiration date 6 days
xtbCookiesSettings	Expiration date 364 days
TS5b68a4e1027
countryIsoCode
xtbLanguageSettings	Expiration date 364 days
userPreviousBranchSymbol	Expiration date 364 days
intercom-device-id-iojaybix	Expiration date 270 days
__cfruid
_cfuvid

Cookie name	Description
_gid	Expiration date 1 day
_gat_UA-98728395-1	Expiration date 1 hour
_gat_UA-121192761-1	Expiration date 1 hour
_gcl_au	Expiration date 89 days
_ga_CBPL72L2EC	Expiration date 729 days
_ga	Expiration date 729 days
__hstc	Expiration date 179 days
__hssrc
_vwo_uuid_v2	Expiration date 365 days
_ga_TC79BEJ20L	Expiration date 729 days
_vwo_uuid	Expiration date 365 days
_vwo_ds	Expiration date 29 days
_vwo_sn	Expiration date 1 hour
_vis_opt_s	Expiration date 99 days
_vis_opt_test_cookie
af_id	Expiration date 394 days
afUserId	Expiration date 730 days
AF_SYNC	Expiration date 6 days
AnalyticsSyncHistory	Expiration date 29 days

Cookie name	Description
MUID	Expiration date 389 days
_omappvp	Expiration date 3998 days
_omappvs	Expiration date 1 hour
_uetsid	Expiration date 1 day
_uetvid	Expiration date 389 days
_fbp	Expiration date 89 days
fr	Expiration date 89 days
_ttp	Expiration date 89 days
_tt_enable_cookie	Expiration date 89 days
hubspotutk	Expiration date 179 days
IDE	Expiration date 389 days
YSC
VISITOR_INFO1_LIVE	Expiration date 179 days
li_sugr	Expiration date 89 days
guest_id_marketing	Expiration date 729 days
guest_id_ads	Expiration date 729 days
guest_id	Expiration date 729 days
muc_ads	Expiration date 729 days
VISITOR_PRIVACY_METADATA	Expiration date 179 days
MSPTC	Expiration date 389 days

Cookie name	Description
bcookie	Expiration date 364 days
lidc	Expiration date 1 day
UserMatchHistory	Expiration date 29 days
bscookie	Expiration date 364 days
li_gc	Expiration date 179 days
personalization_id	Expiration date 729 days

Nvidia gains slightly on potential ByteDance and Alibaba orders 📈

Join over 2 000 000 XTB Group Clients from around the world