The US approved Nvidia H200 sales to Alibaba, Tencent and ByteDance.


Not one chip has been delivered.
Beijing told its companies to buy Huawei instead. Nvidia went from 95% of China's advanced chip market to zero.
So Nvidia did what any trillion dollar company does when a door closes.
It bought the walls around the door. $40 billion into Corning, Marvell, CoreWeave, and Intel in 2026 alone.
China locked them out. They bought the building.
NVDA-3.5%
BABA-6.09%
TENCENT-0.86%
CRWV-5.68%
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