Why did Nvidia shares fall to a 2026 low?

Nvidia shares fell to a 2026 low due to uncertainty surrounding its ability to supply chips to China and potential delays in OpenAI investments.

Are Nvidia's H200 chip exports to China approved?

Nvidia's H200 chip exports to Chinese customers are still awaiting final clearance from US regulators as of the article's reporting date.

When is Nvidia's next earnings report due?

Nvidia's earnings report is scheduled to be released on February 25, 2026.

Home / Business and Economy / Nvidia Stock Drops: US Chip Export to China Uncertain

Nvidia Stock Drops: US Chip Export to China Uncertain

4 Feb

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Summary

Nvidia shares hit lowest point of 2026 amid China export concerns.
H200 chip exports to China await US regulatory clearance.
Nvidia's stock faces pressure from OpenAI investment delays.

Nvidia Stock Drops: US Chip Export to China Uncertain

Nvidia shares experienced a significant drop on Tuesday, reaching their lowest point of 2026 and trading below the $177 mark. This downturn is largely attributed to ongoing concerns about the company's chip exports to China. Specifically, shipments of Nvidia's H200 chips to Chinese customers are reportedly still awaiting final approval from US regulators.

Further adding to the pressure, AMD recently disclosed uncertainty regarding its own shipments to China, a statement that negatively impacted Nvidia's stock price. Earlier optimism about H200 chip deliveries to Chinese partners commencing in early 2026 has recently faded. Additional headwinds may also be stemming from reports of delays in investments linked to OpenAI, which is rumored to be exploring alternative chip suppliers.