Nvidia (NVDA) is in the spotlight once again, after last week becoming the first company to hit a market capitalization of $4 trillion.
Chinese firms are scrambling to buy Nvidia's H20 artificial intelligence chips, two sources told Reuters, as the company said it planned to resume sales to the mainland days after its CEO met U.S. President Donald Trump.
Nvidia Corp (NASDAQ:NVDA, ETR:NVD) shares moved higher after the chipmaker said on Tuesday it expects to resume shipments of its H20 graphics processing units (GPUs) to China shortly, after sales were halted due to US export restrictions. The company said in a statement that it has filed the required applications with the US government and has received assurances that exports would be approved.
With Nvidia Corporation stock now at all-time highs and hitting a valuation of $4 trillion, value investors may take profits and invest elsewhere. But I foresee 30% upside in 12 months. Even though I'm optimistic in the near term, I'll potentially be closing at a $200 stock price if my analysis shows a gap between AI and robotics growth as likely. NVDA isn't a reliable "buy and hold" stock, it's the kind of elite growth investment with cyclical tendencies that you need to treat with military precision and timing.
One analyst boosted his price target on Nvidia's stock to a level that would imply a $5.7 trillion market cap, with the chip maker seemingly cleared to sell its H20 chip in China again.
Shares of NVIDIA Corp. (NASDAQ:NVDA) gained 6.07% over the past five trading sessions as it builds on momentum after becoming the first-ever publicly traded company to hit a $4 trillion market cap.
NVDA's networking revenues are likely to continue soaring, driven by the surging adoption of Spectrum-X and NVLink across key cloud players.
This is a developing story.
Nvidia Corporation has regained China, and this is the upside surprise that, coupled with Blackwell, will carry the stock in 2H25. H20 has been missing from China for three months, since April 9th; now that it's back on the market, we're expecting China to make up +$17B in sales for FY26. The H20 ban shrank Nvidia's market share in China from 95% to 50% and we're about to see that reverse with Tencent and others already submitting applications for H20.
The Trump administration has assured Nvidia that licenses to export the chips will be granted, ending months of halted shipments.
Nvidia Corp. (NASDAQ: NVDA) CEO Jensen Huang has wanted one thing more than any other recently.
Key Points in This Article: Nvidia (NVDA) said it secured U.S.