Nvidia’s Stock Surge Fueled by Chinese Demand and Regulatory Clarity

A pivotal shift in Nvidia’s Asian business operations is defining the start of 2026. After a period dominated by concerns over stringent export controls, the company has now received crucial regulatory approvals for the vital Chinese market. This development coincides with a colossal procurement order from ByteDance, the parent company of TikTok, raising immediate questions about whether supply can possibly match such explosive demand.

The scale of the challenge becomes clear when examining order books. Industry reports indicate that ByteDance has allocated approximately 100 billion yuan (around $14 billion) specifically for Nvidia processors in 2026 alone. Cumulative orders from China for the H200 series are now estimated to exceed 2 million units.

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