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In focus for $NVDA (Nvidia Corporation): ByteDance and Tencent (TCEHY) have reportedly begun receiving Nvidia H200 AI chips, a reopening in a market where Nvidia's more advanced hardware remains restricted.
Wedbush analyst Matt Bryson characterized the revenue benefit as "minimal" for the foreseeable future, and Nvidia's own second-quarter guidance already assumes zero Data Center compute revenue from China.
The next read is the fiscal 2027 second-quarter earnings report on August 26, after the close. The H200 opening arrives with structural limits.
Beijing wants most chips to stay outside mainland China, and every purchase still requires case-by-case regulatory clearance.
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