Nvidia Says It’s Getting Orders From China | Bloomberg Tech 3/18/2026

Nvidia has secured new orders from China, resuming chip sales despite prior U.S. export restrictions, signaling a thaw in tech trade tensions. The company is accelerating production of its AI-focused H200 chips to meet demand. CEO Jensen Huang compared OpenClaw—a Chinese-developed AI framework—to "the next ChatGPT," triggering a surge in Chinese AI stock prices. The endorsement highlights Nvidia’s strategic push into China’s booming AI sector. The H200 chip, optimized for AI workloads, is central to Nvidia’s expansion in China, where local firms seek alternatives amid ongoing semiconductor restrictions. Analysts note this could reshape global AI hardware competition. Huang’s remarks underscore Nvidia’s dual strategy: leveraging U.S. tech leadership while deepening ties with China’s AI ecosystem, despite geopolitical friction. The move may pressure U.S. regulators to reassess export policies. Meanwhile, Kalshi’s CEO addressed Arizona’s criminal charges against the prediction market platform, though details remain unrelated to Nvidia’s China-focused announcements. The segment diverged from the primary tech narrative.