A proposal to tighten restrictions on exports of Nvidia’s advanced chips to China is gaining bipartisan support in the US Congress, according to Reuters. The measures would strengthen export oversight and could limit China’s access to AI processors such as the H200. Although Nvidia’s direct sales to China have so far been minimal, the country has had some indirect access, meaning the restrictions could reduce future revenues. Nvidia’s market capitalization, recently estimated at around $4 trillion, is under downward pressure as the market anticipates increased regulatory risk and a potential decline below $4 trillion by the end of 2026.
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