Last mentioned: Mar 20, 2026
Revenue Target
Deadline for the projected $1 trillion in Blackwell and Rubin architecture sales.
Cloud Integration
Major cloud providers expected to begin deploying Vera-based instances for enterprise AI agents.
Vera CPU Launch
Nvidia officially unveils the Vera CPU, a processor optimized for autonomous agent orchestration.
Beijing Approval
Reports confirm Beijing has granted the necessary nod for H200 sales to resume.
Beijing Approval
China's regulatory authorities grant approval for Nvidia to resume H200 sales; Jensen Huang confirms supply chain reactivation.
Supply Chain Activation
CEO Jensen Huang confirms purchase orders are being processed and production is ramping back up.
Supply Chain Activation
CEO Jensen Huang confirms purchase orders are being filled and the supply chain is 'firing up'.
H200 Production Resumes
Nvidia restarts manufacturing of H200 units destined for the Chinese market to fulfill new purchase orders.
Production Restart
Jensen Huang announces Nvidia is 'firing up' the supply chain and processing purchase orders for China.
CEO Confirmation
Jensen Huang announces licenses for 'many customers' in China and supply chain mobilization.
Beijing Approval
Nvidia receives the long-awaited nod from Chinese authorities to resume broader H200 sales.
Beijing Approval
Nvidia receives formal clearance from Beijing to resume H200 sales to many Chinese customers.
Production Restart
Jensen Huang confirms the supply chain is 'fired up' for China-compliant chips.
Stagnation Period
Commerce official David Peters reports that zero H200 chips have been sold to Chinese end-users despite the deal.
US Export License
US authorities grant a license for small amounts of H200 products to specific China-based entities.
License Approval
U.S. government grants export licenses for modified H200 chips to China.
US Export License
The US government grants a license allowing limited exports of H200 products to specific China-based entities.
US Export License
US grants a limited license for small amounts of H200 products to be shipped to specific Chinese customers.
H200 Deal Confirmed
US Commerce Department confirms the 25% revenue-share model for Nvidia's H200 sales to China.
Groq Licensing
Nvidia signs a deal to license Groq technology and hires key startup executives.
Nvidia has officially resumed production of its H200-class AI chips for the Chinese market following a surge in purchase orders, while simultaneously unveiling the Vera CPU, a specialized processor designed to power the next generation of autonomous agentic AI systems.
Nvidia has signaled a major push in both market expansion and architectural innovation, resuming H200 chip production for China while launching the Vera CPU. The new processor is specifically designed to power the emerging Agentic AI sector, where autonomous software agents require specialized compute profiles.
Nvidia has resumed production of its H200 chips for the Chinese market following a surge in purchase orders, while simultaneously launching the Vera CPU. The new processor is specifically architected to power 'Agentic AI,' marking a strategic pivot toward autonomous systems that can reason and execute tasks independently.
Nvidia has resumed production of its high-performance H200 chips for the Chinese market following a surge in purchase orders, navigating complex US export restrictions. Simultaneously, the company unveiled the Vera CPU, a specialized processor designed to power the emerging wave of autonomous agentic AI applications.
Nvidia has received regulatory clearance from Beijing to resume sales of its H200 AI chips, marking a significant breakthrough in the company's efforts to navigate US-China trade tensions. CEO Jensen Huang confirmed that production is restarting as the company begins fulfilling purchase orders for a market that historically accounted for 13% of its total revenue.
Nvidia has received regulatory clearance from Beijing to resume sales of its H200 AI chips to Chinese customers, ending a period of production halts and regulatory uncertainty. CEO Jensen Huang confirmed that the supply chain is 'getting fired up' as the company begins processing purchase orders from major Chinese tech firms.
Nvidia has secured long-awaited regulatory clearance from Beijing to sell its H200 AI chips to Chinese customers, ending a production halt triggered by geopolitical tensions. CEO Jensen Huang confirmed that the company's supply chain is "firing up" to meet significant demand from major Chinese tech firms and AI startups.
Nvidia has received regulatory clearance from Beijing to resume sales of its H200 AI chips to Chinese customers, marking a significant shift in the semiconductor trade landscape. The approval allows the chipmaker to tap back into a market that historically represented 13% of its revenue, following months of licensing delays from both US and Chinese authorities.
Nvidia CEO Jensen Huang announced the resumption of high-performance H200 chip production for Chinese clients following a strategic agreement between President Trump and President Xi. The deal includes a unique 25% revenue share for the US government but maintains bans on Nvidia's next-generation Blackwell and Rubin architectures.
Nvidia has officially resumed manufacturing high-performance H200 AI chips for the Chinese market following a diplomatic breakthrough between the US and China. The arrangement includes a novel regulatory framework where the US government receives a 25% cut of all sales, marking a significant shift in export control strategy.
Nvidia has resumed manufacturing its H200 AI chips specifically for the Chinese market after securing necessary U.S. export licenses. CEO Jensen Huang confirmed the move while maintaining a separate $1 trillion revenue forecast for the company's next-generation Blackwell and Rubin architectures through 2027.