Nvidia (NVDA) finds itself in the spotlight from multiple directions on September 28, 2026: China is reportedly considering granting US chipmaker Nvidia renewed access to the Chinese market, while Elon Musk massively expands his graphics processor fleet at xAI. At the same time, a partnership with LiDAR specialist RoboSense is driving share movement, and analysts are debating whether Micron could overtake Nvidia as the top performer in the S&P 500.
- According to Bloomberg and The Hindu, China is examining whether to allow ByteDance and Alibaba to purchase Nvidia's RTX chips.
- Shares of Chinese chipmakers fell after the reports of a possible easing, according to Investing.com.
- According to WION and The Motley Fool, Musk wants to more than double xAI's GPU fleet to over 1.2 million Nvidia chips by year-end.
- RoboSense shares rose by as much as 6% after joining the Nvidia HSB ecosystem, according to finance.biggo.com.
- According to Zacks Investment Research, Nvidia is among the most closely watched earnings reports this week alongside Micron, Alphabet, Oracle, and Adobe.
Why is China considering easing Nvidia restrictions?
According to Bloomberg and The Hindu, the Chinese government is examining whether to allow tech giants ByteDance and Alibaba to purchase new Nvidia chips, including RTX models. Businesskorea reports in parallel that Beijing is considering relief from existing AI chip restrictions on Nvidia. Investing.com reports that shares of Chinese chipmakers fell sharply after news of this possible easing emerged.
What does Elon Musk's GPU expansion mean for Nvidia?
According to WION, Musk plans to more than double xAI's chip capacity to over 1.2 million Nvidia GPUs by year-end. The Motley Fool frames this as a positive signal for Nvidia investors, as the expansion underscores the continued high demand for Nvidia hardware for AI infrastructure.
Which Chinese companies could once again purchase Nvidia chips in the future?
According to The Hindu and Bloomberg, ByteDance and Alibaba could benefit from a possible easing and gain access to new Nvidia chips, including RTX models.
How has the stock market reacted to the possible China easing?
Investing.com reports that shares of Chinese chipmaking companies tumbled after reports of a possible Nvidia clearance.
Beyond the China news, Nvidia is also coming into focus as earnings season unfolds: according to Zacks Investment Research, the company is among the most closely watched firms in the upcoming round of quarterly reports, alongside Micron, Alphabet, Oracle, and Adobe. Futunn also raises the question of whether Micron could overtake Nvidia as the driving force behind S&P 500 profit growth.
Nvidia received additional tailwind from the announcement that LiDAR maker RoboSense is joining the Nvidia HSB ecosystem. According to finance.biggo.com, RoboSense shares subsequently rose by as much as 6% - a sign of the growing partner network around Nvidia's hardware standards.
