China May Reopen Nvidia's AI Market. How Will NVDA Stock React Monday?

China may allow Alibaba and ByteDance to buy a new Nvidia chip, The Information reported on Sunday. NVDA stock closed Friday at $225.07 and gets its first chance to react when Wall Street opens Monday.

The chip is a powerful card for professional computers. It is not the data-center hardware Nvidia once sold to China in bulk.

What China Is Reportedly Weighing

China’s Ministry of Industry and Information Technology (MIIT), which oversees the tech sector, asked the two firms how many RTX PRO 5500 cards they want and why. That is according to The Information, citing two people familiar with the matter.

China’s 🇨🇳 government has signaled it could allow some domestic companies to buy a new Nvidia $NVDA chip built for high-end professional computers – The Information pic.twitter.com/2St9lmKlDB

— Evan (@StockMKTNewz) September 27, 2026

Chinese AI firms are short of computing power for their chatbots and agents, the report said. Neither Beijing nor the companies has confirmed the plan.

Nvidia markets the card for AI agents, AI inference and simulation. It carries 84 GB of memory and draws up to 600 watts. Because it is a workstation part, it sits outside the data-center chips targeted by US export curbs.

How NVDA Stock Reacted to China Chip News Before

Nvidia’s $108 billion forecast for the current quarter assumes no China data-center chip revenue, the company says. Any sales there would come on top of that outlook.

The last big China headline hit the other way. In September 2025, Beijing told firms to stop buying Nvidia’s RTX Pro 6000D, and the stock fell 2.6% that day.

“I think that we could only be in service of a market if the country wants us to be,” Nvidia CEO Jensen Huang said at the time.

Sunday’s report lands days after President Donald Trump hosted Xi Jinping in Washington. US Trade Representative Jamieson Greer said national security export controls were taken “off the table,” the Korea Times reported.

Meanwhile, Huawei and Cambricon hold nearly 80% of China’s AI server market, analysts cited by the outlet said. Local rivals keep growing, as Enflame’s Shanghai debut showed this month.

What Traders Will Watch Monday

Wall Street already leans bullish. All 31 analysts tracked by TipRanks rate the stock a buy, with an average target of $324.32.

The report did not say how many cards China would allow or when. It also gave no sign that bigger data-center chips would follow. Nvidia shares have swung on China news before, including after Trump’s call with Huang this month.