NVIDIA Retains Data Center Stock Lead Despite Confirmed China H200 Sales Stalemate

As of April 30, 2026, NVIDIA remains among the '7 Best Data Center Hardware Stocks' despite Commerce Secretary Howard Lutnick confirming no H200 AI chips sold to Chinese enterprises, due to military use concerns, sales term disputes, and affiliates rules following January's conditional U.S. approval. The impasse started March 5 with NVIDIA halting China-bound H200 production and TSMC reallocating capacity to Vera Rubin chips, compounded by March 12 draft rules requiring U.S. permits for nearly all global AI accelerator exports from 40 countries. Bolstering resilience, NVIDIA posted record Q4 data center revenue of $62.3 billion (total $68.1 billion, +73% YoY) with $78 billion Q1 guidance, plus a $2 billion investment for 8.3% stake in Nebius targeting 5GW data-center capacity by 2030.