Nvidia (NVDA) Stock: China Pauses H200 Chip Orders Worth $54 Billion

TLDR Nvidia stock down 1.8% over past month, trading at $184.98 despite AI announcements at CES Company holds orders for 2 million H200 chips worth $54 billion but Chinese authorities paused some purchases Analysts report strong demand across hyperscalers, neoclouds, and sovereign customers New Rubin chip architecture launching 2026 requires 800-volt power infrastructure upgrades Wall [...]

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