Weekly NVIDIA Update CHINA EASES NVIDIA H200 APPROVALS $NVDA rose after reports China will allow select AI firms, including Alibaba, ByteDance, and DeepSeek, to purchase limited quantities of H200 AI chips with government approval. The move could modestly boost China sales, though reported allocations of fewer than 200,000 chips remain small relative to global AI infrastructure demand. SAMSUNG BEGINS VERA RUBIN SSD PRODUCTION Samsung has started mass production of its PM1763 enterprise SSD for Nvidia’s $NVDA upcoming Vera Rubin AI platform. Featuring next-generation V-NAND, a 4nm controller, and liquid cooling, the drive more than doubles read/write speeds versus its predecessor to support AI training and inference workloads. U.S. EASES AI CHIP EXPORTS TO UAE The U.S. has eased export controls on the UAE, allowing approved entities—including G42, Core42, and subsidiaries of companies such as $NVDA, $AMZN, $AAPL, $MSFT, $META, $GOOGL, OpenAI, $ORCL, and xAI—to access advanced AI chips and servers without licenses, strengthening AI infrastructure and commercial ties.