Nvidia’s 2026 Strategy: A Dual-Pronged Push for Growth

As the new year begins, Nvidia is making strategic moves on two critical fronts, directly addressing investor concerns over its technological roadmap and geographic market access. The company has secured a major licensing agreement with AI chip startup Groq and received clearance to resume shipping its high-performance chips to China. These developments are central to the question of whether the semiconductor giant can sustain its impressive growth trajectory amid rising competition and regulatory hurdles.

A significant regulatory barrier appears to be lifting. According to reports from Reuters and the South China Morning Post, Nvidia will be permitted to resume shipments of its H200 AI chips to China starting in mid-February 2026.

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