Nvidia announced plans to commit half of its free cash flow in 2026 toward shareholder returns through share repurchases and dividends, underscoring its financial confidence during its GTC Financial Analyst Q&A on March 17. The company also gained Chinese regulatory approval to supply its H200 AI chip to multiple firms in China, a move likely to influence its revenue outlook.
The tech firm indicated that its capital allocation for buybacks and dividends this year will be significant, reflecting robust cash generation expectations.
Meanwhile, Reuters reported that the production of Nvidia’s H200 chip for the Chinese market had restarted, with purchase agreements secured from several domestic buyers.
The H200, regarded as Nvidia’s most sophisticated AI chip permitted for export to China under revised U.S. trade regulations, received approval for sale in the country from the Trump administration in late 2025. Nvidia’s ability to sell the H200 in China arrives amid continuing tensions over U.S.-China tech competition. American lawmakers have voiced concerns about advanced chip exports, while Chinese authorities have encouraged local industry to reduce reliance on foreign AI hardware.
Despite policy permission from the Trump administration to export the next-generation Blackwell chips, there have been no recorded shipments of those chips to China at this time.
