Wall Street Breakfast Nvidia can ship H200 GPUs to China
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Dec 9, 2025 The U.S. has greenlit the export of high-end NVIDIA H200 GPUs to China, promising a 25% revenue cut. Meanwhile, Senator Warren criticizes Paramount's aggressive bid for Warner, warning against potential monopolistic practices. A new study reveals binge-watching negatively impacts stock returns, suggesting a 0.25% drop in market performance after major midnight releases. Institutional sellers, potentially affected by sleep deprivation, are also driving market slumps, highlighting unique dynamics in trading behavior.
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High-End GPUs Cleared For China With Conditions
- President Trump approved NVIDIA shipping H200 GPUs to approved Chinese customers under security conditions.
- The plan includes a reported 25% revenue cut to the U.S. and will extend to AMD and Intel once Commerce finalizes details.
H20 Rollout Faltered Before Reversal
- Washington had earlier allowed lower-powered H20 sales, but that rollout fizzled amid Chinese criticism and regulatory import halts.
- NVIDIA welcomed the reversal and had removed China sales from its forward guidance beforehand.
Warren Flags Antitrust And Security Risks
- Senator Elizabeth Warren criticized Paramount's Skydance hostile bid for Warner Brothers as a major antitrust concern.
- She urged DOJ and CFIUS to evaluate deals based on law and facts, warning of influence and national security risks from certain backers.