In April, the Trump administration blocked Nvidia from selling H20 GPUs in China, causing the company to lose billions in revenue. Nvidia has now filed applications to resume sales and received assurances from the U.S. government.

Wall Street analysts are expected to raise earnings forecasts for Nvidia, potentially driving share-price appreciation. The company has been a key player in the AI market, with a 1,070% stock increase since 2023.

Semiconductor export restrictions have impacted Nvidia’s revenue in China. The Biden and Trump administrations imposed restrictions, causing a decline in market share and revenue. Nvidia has responded by creating compliant versions of its GPUs to continue sales in China.

The Trump administration will grant licenses for Nvidia to sell H20 GPUs in China. This decision, along with the revocation of the AI Diffusion Rule, expands Nvidia’s market opportunities. Analysts predict a 41% annual growth in earnings through 2027, making the stock attractive for investors.

Read more at Nasdaq: Nvidia Stock Investors Just Got Great News From the Trump Administration