Wedbush's Dan Ives said easing U.S.-China AI chip tensions and renewed approval for NVIDIA's H200 sales to China could add fresh momentum to the broader tech rally. The commentary is constructive for chips, cloud infrastructure, and AI software, with NVDA and related suppliers likely to benefit if export restrictions remain less restrictive.
Wedbush's Dan Ives said easing U.S.-China AI chip tensions and renewed approval for NVIDIA's H200 sales to China could add fresh momentum to the broader tech rally. The commentary is constructive for chips, cloud infrastructure, and AI software, with NVDA and related suppliers likely to benefit if export restrictions remain less restrictive.
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