Kim: Nvidia's US-China regulatory approvals will drive billions in H200 orders
Tae Kim · FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race · Mar 30, 2026 · at 10:08
Semiconductor analyst Tay Kim discusses Nvidia's regulatory standing and market opportunities in China following comments by CEO Jensen Huang at GTC.
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“And one thing that kind of went under the radar, Jensen literally said at GTC they got license approvals on both the U.S. And China side, so we're gonna see billions of dollars of H 200 orders.”
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