Nvidia Just Made a Major Move for 2026. Time to Buy?
Now, let's consider the move that Nvidia reportedly made recently. Nvidia said it aims to begin shipping H200 chips to China, using existing stock, by the middle of next month, Reuters reported, citing sources familiar with the situation. Nvidia also has asked Taiwan Semiconductor Manufacturing, the producer of its chips, to increase production amid orders for two million H200s for 2026, according to the wire service.
This is fantastic news, but some elements of risk remain. China hasn't yet officially approved the entrance of H200s into the country -- any delay or setback there could be problematic, especially if Nvidia starts ramping up production. Nvidia also faces the complex task of continuing strong production to meet demand for its newer Blackwell platform in the U.S. and other parts of the world, and at the same time producing enough H200s for Chinese customers.
Reason to be optimistic
Still, when Trump announced the loosening of export controls, he also said that China's response was positive -- so there's reason to be optimistic about Nvidia's return to that market. As for production, Nvidia has a track record of successful product launches while managing the manufacturing of earlier systems, too. And it's unlikely Nvidia would make a significant move to ramp up H200 production without confidence that its orders could be shipped.
So, does this potential business in China make Nvidia a buy today? I wouldn't buy Nvidia uniquely for this reason, but renewed sales in China clearly would be a great step forward in 2026. The reason I would buy the stock is the company's overall potential in the global AI market. Nvidia is the AI chip leader, and this is likely to continue due to its focus on innovation and its financial strength. Finally, demand from AI customers remains strong.
These three elements make Nvidia a fantastic buy -- and a potential return to the China market in 2026 is icing on the cake.
Should you buy stock in Nvidia right now?
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Adria Cimino has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia and Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy.
Nvidia Just Made a Major Move for 2026. Time to Buy? was originally published by The Motley Fool
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