Last mentioned: Mar 18, 2026
Revenue Target
Deadline for the projected $1 trillion in Blackwell and Rubin architecture sales.
Production Restart
Jensen Huang confirms the supply chain is 'fired up' for China-compliant chips.
India AI Summit Keynotes
Nvidia reveals major infrastructure and venture deals during its summit in India.
Yotta $2B Investment
Indian data center firm Yotta confirms a massive Blackwell-based AI hub build-out.
VC Scout Program Launch
Nvidia begins formal collaboration with Indian venture capital firms to find AI unicorns.
Meta Partnership Expansion
Meta announces a multiyear deal for millions of Nvidia chips to power its next-gen data centers.
License Approval
U.S. government grants export licenses for modified H200 chips to China.
Groq Licensing
Nvidia signs a deal to license Groq technology and hires key startup executives.
Production Halt
Nvidia stops manufacturing H200 variants for China due to regulatory hurdles.
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 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.
Nvidia has unveiled a massive expansion strategy targeting both the Indian sovereign AI market and US hyperscale infrastructure. The company secured a $2 billion AI hub deal in India and a multiyear agreement with Meta for millions of next-generation chips, including the first major deployment of its Grace CPUs.