According to @KobeissiLetter, Semafor reports that the U.S. has approved NVIDIA’s H200 chip sales to China, with the tweet attributing support to “US Commerce Secretary Howard Lutnick” and noting the item is pending confirmation by the Trump Administration. Source: @KobeissiLetter on X, Dec 8, 2025. The tweet frames this as market-moving and a new catalyst for the AI trade, implying renewed China demand for data center AI hardware. Source: @KobeissiLetter on X, Dec 8, 2025. Context: advanced AI chip exports to China have been restricted under U.S. Department of Commerce Bureau of Industry and Security (BIS) semiconductor rules issued in October 2022 and tightened in October 2023. Source: U.S. Department of Commerce, BIS semiconductor export controls (Oct 2022 and Oct 2023). For trading verification, confirmation would typically arrive via a U.S. Department of Commerce/BIS announcement or an NVIDIA investor disclosure such as an SEC Form 8-K. Source: U.S. Department of Commerce/BIS public notices; U.S. SEC Form 8-K disclosure framework. Given the tweet’s framing of an AI-wide catalyst, market participants also monitor AI-themed crypto baskets tracked by major market data providers alongside NVDA and semiconductor ETFs when such policy headlines emerge. Source: CoinMarketCap AI category taxonomy; @KobeissiLetter on X, Dec 8, 2025.