Nvidia's plan to return to China is in trouble due to new rules from Congress.

Nov 11, 2026, 8:37 AM ETRulesRead the original at Benzinga

Bad for NVDA

Congress is weighing 3 measures that could tighten Nvidia's access to China, where H200 shipments brought in less than 1% of recent quarterly Data Center revenue. Trump has supported controlled sales, but a $400 million charge and about 600,000 chips awaiting approval show how limited the recovery remains.

NVDA · Nvidia Corp

AI read · Bad for NVDA

The AI's read

Nvidia has little China business to regain so far, and proposed rules could make sales harder. The measures are not law, and Trump has supported some controlled sales. But H200 shipments have brought in little revenue, Nvidia recorded a $400 million charge, and about 600,000 chips await China's approval. Nvidia also says its exclusion has helped Chinese rivals build larger customer and developer networks.

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