Según se informa, Nvidia ha recibido la aprobación del gobierno de los Estados Unidos para reanudar las ventas de sus chips de IA al mercado chino. La empresa había estado prácticamente ausente del sector de hardware de IA en China durante casi un año debido a los estrictos controles de exportación. Este acontecimiento coincide con comentarios previos del CEO Jensen Huang sobre los esfuerzos de la compañía para reiniciar la fabricación específicamente para clientes chinos. Se espera que el movimiento permita a Nvidia volver a aprovechar la significativa demanda de las principales firmas tecnológicas chinas, como ByteDance y Alibaba. Si bien la noticia es alcista para las perspectivas de ingresos de la compañía, los analistas señalan que parte de esta recuperación ya estaba descontada en el precio de la acción tras los indicios previos de un reinicio. La reanudación de las operaciones marca un paso crítico para que Nvidia mantenga su liderazgo global en la industria de los semiconductores.

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