Breaking developments from Washington - word's getting around that the Commerce Department is ready to green-light exports of Nvidia's H200 AI chips heading east. Multiple sources are pointing to this policy shift happening now.

For those tracking NVDA, this could reshape the AI hardware landscape pretty significantly. The H200 represents some serious computational firepower, and lifting these export barriers might trigger ripple effects across tech supply chains and data center buildouts globally.

Worth keeping an eye on how this plays out for the broader semiconductor space and computational infrastructure markets.