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Wall Street Breakfast

Nvidia plans China H20 shipments after U.S. nod

Wall Street Breakfast

Seeking Alpha

Business, Investing, Business News, News

3.8950 Ratings

🗓️ 15 July 2025

⏱️ 6 minutes

🧾️ Download transcript

Summary

Nvidia (NVDA) to resume H20 chip sales to China after U.S. assures export licenses. (00:25) Trade Desk (TTD) jumps after inclusion in S&P 500 index. (01:21) Tesla (TSLA) Model Y hits Indian market at $69,751 price tag. (01:53)

Episode transcripts seekingalpha.com/wsb.

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Transcript

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0:00.0

Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning.

0:08.0

Thanks so much for joining us on this Tuesday, July 15th. I'm Julie Morgan.

0:13.7

Invidia looks to reboot China chip sales. The trade desk scores an S&B 500 seat, and Tesla puts a hefty price tag on India's Model Y.

0:25.1

Envidia said in a statement that it hopes to resume sales of its H20 GPUs to Chinese clients

0:31.5

citing U.S. government assurances that export licenses will be granted.

0:36.9

Sales had been halted in April despite the chips being

0:40.1

designed to bypass export restrictions. This follows a preliminary trade deal last month that sought

0:46.6

China to resume rare earth exports and the U.S. to ease tech export restrictions.

0:52.7

NVIDIA CEO Jensen Wong has criticized chip restrictions for hurting U.S. tech leadership

0:58.2

and halving NVIDIA's China market share.

1:02.0

Wong also unveiled a new compliant chip, the RTFX Pro, aimed at smart factories and logistics.

1:08.0

He recently met with President Trump to express support for U.S. job

1:12.4

creation, onshoreing, and AI leadership. In addition, he met with Chinese officials to promote

1:18.6

safe AI collaboration. The trade desk is up 15% in pre-market action after the company has been

1:26.4

included in the SMP 500 index.

1:29.5

The digital advertising platform will replace ANSIS in the SMP 500 effective before the opening

1:35.7

of trading on Friday, July 18th. Synopsis will acquire ANSys and a deal expected to be completed

1:42.5

the previous day.

1:51.4

Overall, the stock has lost 35% so far this year compared to the 6% rise in the SMP 500.

1:58.3

Tesla has officially entered the Indian market with the launch of its Model Y electric SUV.

2:05.2

Price at around 6 million Indian rupees or $69,751 U.S. dollars.

2:12.3

The Indian pricing is notably higher than in other major markets. In comparison, the Model Y starts at $44,990 in the U.S. and speaking in strictly dollars in other countries, around $36,000 in China and $50,000 in Germany.

...

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