Nvidia to Sell H20 Chips to China Again, Russia 100% Tariff Threat | The Opening Trade 07/15

Posted on 07/15/2025
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US government officials told Nvidia they would green-light export licenses for the H20 artificial intelligence accelerator, the company said in a blog post on Monday — a move that may add billions to Nvidia’s revenue this year, restoring its ability to fulfill orders it had written off as lost due to government restrictions.

President Donald Trump threatened to impose stiff economic penalties on Russia if it doesn’t end hostilities with Ukraine within 50 days as he pledged fresh weapons supplies for Kyiv. “We’re going to be doing very severe tariffs if we don’t have a deal in 50 days, tariffs at about 100%,” Trump said Monday during a meeting with NATO Secretary General Mark Rutte at the White House.

The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards and Kriti Gupta.



Chapters:

00:00:00 - The Opening Trade

00:01:28 - Trump Disappointed with Putin

00:05:00 - Nvidia H20 Chips

00:10:30 - French Budget Plan

00:11:37 - Grok Antisemitic Posts

00:11:54 - Volvo Tariffs

00:12:13 - Mansion House Speech

00:14:34 - US CPI

00:20:09 - Long-End Bonds

00:28:13 - EU Retaliatory Tariffs

00:30:09 - RIO Tinto New CEO

00:32:28 - China Economy Grows

00:39:02 - NVDA Stock

00:47:03 - Stocks to Watch: Rio Tinto, Ericsson, Volvo

01:03:40 - Volvo 25% Rise

01:14:29 - Reeves at Mansion House

01:18:10 - Canary Wharf Group Chairman Nigel Wilson

01:28:41 - Trump Russia Tariffs

01:34:36 - US Inflation Rise

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