White House weighs allowing Nvidia advanced chip sales to China
Monday, November 24, 2025 at 10:00 UTC+01:00 (+0100), United States, Washington
News category : Commodity and Currency Events
On November 24, 2025, multiple outlets reported that the U.S. administration was actively considering whether to permit sales of advanced Nvidia AI accelerators to Chinese buyers. Comments attributed to senior Commerce Department and White House officials indicated the decision "sits on the president's desk" and that options to grant targeted licences were being discussed. Markets treated the story as a potential reversal or loosening of export controls implemented earlier in the cycle: Nvidia shares jumped on the news, suppliers and packaging partners rallied, and investors re-priced long-term revenue potential in China into valuations. Analysts noted the binary nature of the outcome — formal approval could unlock tens of billions in incremental addressable revenue, while rejection would keep current constraints in place. The report was carried by leading global outlets and drew rapid analyst and regulatory commentary, producing elevated trading volumes in semiconductor stocks and related derivatives as investors hedged the conditional outcome.
Overall market impact
Strong bullish market impact - strength score : 90/100
Detailed breakdown of market impact over instruments, sectors, and asset classes
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Impacted instruments :
NVIDIA (NVDA)
Semiconductor suppliers (TSMC, Broadcom)
Semiconductor ETFs (SOXX)
Chinese AI/cloud service providers
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