# Oil has edged down as Iraq agrees to new export route

By Matt Britzman — 2026-03-18

Matt Britzman, senior equity analyst at Hargreaves Lansdown, said: “Since Jensen Huang, President and chief executive of NVIDIA’s keynote, we’ve had a couple of big confirmations – firstly, that NVIDIA’s eye‑catching $1trillion guide is based purely on Blackwell and Rubin GPUs, meaning it doesn’t include contributions from its other chips, rack‑scale systems, or even the Rubin Ultra GPU slated for next year.

“Secondly, production of the China‑focused H200 chip has now ramped after securing agreements from both US and Chinese authorities, alongside a new AI inference chip built through its partnership with Groq. Crucially, pretty much no one has China baked into forecasts right now, so this could be a material incremental driver, depending on how much NVIDIA is ultimately allowed to ship.”

Canonical: https://experts.pressassociation.com/expert/71/views/66ee6ba972dc784c