NVIDIA is set to resume shipments of its high-performance H200 AI chips to China by early 2026 under a new 'Trump Waiver' policy. This landmark shift, reported on December 22, 2025, replaces strict export bans with a transactional model, including a 25% federal fee on each chip. This move is poised to unlock billions in revenue, as the China market previously accounted for a quarter of NVIDIA's data center revenue. NVDA shares closed up 1.49% on December 22, 2025, after climbing significantly in early trading, reflecting investor optimism for reclaiming market dominance.