Nvidia (NVDA) shares remain in focus following a Reuters report that the company is warming up to resume its business in China. NVDA has placed an order with Taiwan Semiconductor (TSM) for some 300,000 of its H20 AI chips to meet the anticipated pent-up demand that’s about to be unlocked in China.

Nvidia, which stands to make billions, pushes back as Democratic senators criticize the Trump administration for letting the company resume the AI GPU sales to China.

Nvidia’s stock slips as Chinese chipmakers like Huawei dominate Shanghai’s AI expo amid U.S. trade restrictions.

Despite U.S. bans, Chinese buyers spent over $1B on smuggled NVIDIA AI chips like the B200, openly sold on Chinese social apps.

At least $1 billion in Nvidia computer chips were smuggled into China in the three-months span after President Trump imposed export controls on the cutting-edge chips, according to a bombshell

Nvidia Corporation gains access to China's $50B AI GPU market, boosting sales potential. Click for my updated look at NVDA stock and why I remain bullish.

The letter states that allowing sales of the H20 AI chip to China could hurt the U.S.'s AI "edge" and further chip bottlenecks in the U.S.