Chinese Startups Accelerate Global Expansion
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 04 2026
0mins
Should l Buy NVDA?
Source: CNBC
- Global Market Opportunity: Tripo AI reports that around 90% of its users are from outside China, indicating strong demand in the global market, which is expected to drive future revenue growth for the company.
- Rapid Revenue Growth: Since launching its 3D model generation platform in June 2025, Tripo has quickly surpassed $1 million in monthly revenue, demonstrating the success of its products in international markets.
- Significant Market Potential: iSales has generated over $1 million in revenue since June by helping over 300 small manufacturers find buyers abroad, showcasing the competitiveness of Chinese manufacturing in the international arena.
- Clear Financing Strategy: Both Tripo and iSales prioritize fundraising from U.S. dollar-based investors with plans to list in Hong Kong in the future, reflecting their focus on international markets and long-term growth objectives.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 175.750
Low
200.00
Averages
264.97
High
352.00
Current: 175.750
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Revenue Surge Expected: Nvidia projects its AI revenue to reach $1 trillion by 2027, a significant increase from the $500 billion expected this year, indicating strong growth potential in the AI market that may attract more investor interest.
- Strong GPU Sales: In Q4 of fiscal 2026, Nvidia reported sales of $68.1 billion, a 73% year-over-year increase, with the data center segment contributing $62.3 billion, up 75%, showcasing the company's sustained competitiveness in a high-demand market.
- New Product Launch: At the GTC conference, Nvidia unveiled NemoClaw, designed to provide AI agents for OpenClaw, demonstrating the company's innovative capabilities in agentic AI, which could further drive its market share growth.
- Market Capitalization Changes: Despite Nvidia's stock being down 15% from its all-time high, resulting in a market cap loss of approximately $1 trillion, CEO Jensen Huang emphasized that AI will be a crucial growth driver for the company, potentially prompting investors to reassess its investment value.
See More
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- Data Center Spending Forecast: Nvidia anticipates that global data center capital expenditures will reach $3 trillion to $4 trillion by 2030, indicating strong demand for AI technology and significant market potential that could drive substantial revenue growth for the company.
- Capital Expenditure Trends: By 2026, the big four hyperscalers are expected to spend $650 billion, excluding expenditures from China and other major AI players, highlighting the increasing reliance on Nvidia's products in the market.
- Industry Growth Rate: Nvidia projects a 48% compound annual growth rate (CAGR) for the industry, and if this rate continues through 2030, the company's revenue could reach $1.53 trillion, significantly surpassing the $216 billion generated in the past 12 months, showcasing its potential market leadership.
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See More
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- Investment Surge: Nebius raised over $4 billion in a convertible note offering last month, with plans to use the funds to expand cloud capacity, including a new data center in Finland with over 300 megawatts, supporting its goal of attracting 3 gigawatts of contracted business by 2026.
- Partnership Agreement: Nebius secured a long-term supply agreement with Meta Platforms, expected to provide $12 billion in AI infrastructure capacity and a commitment for an additional $15 billion in compute capacity purchases over five years, demonstrating strong demand and market confidence in Nebius.
- Market Demand: AI infrastructure rental prices have surged by 40% since October, indicating robust demand for compute capacity, which Nebius is leveraging to expand its market share and operational capabilities.
- Stock Performance: Following investment news from Nvidia and other partnerships, Nebius's stock rose by 13.8% in March, reflecting investor optimism about the company's future prospects, although high spending may lead to stock volatility.
See More
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- Sales Surge Anticipation: Nvidia expects to achieve $1 trillion in sales from Blackwell and Vera Rubin chips over the next year, indicating strong market potential driven by surging AGI demand, which could reshape its profitability model.
- AGI Achievement Signal: CEO Jensen Huang's claim of achieving AGI may signal a productivity revolution, prompting companies to realize significant efficiency gains in both white-collar and physical labor sectors, thereby transforming industry dynamics.
- Competitive Market Advantage: With the rise of AGI, Nvidia is poised to benefit significantly by selling more AI chips, especially as white-collar jobs face automation, further solidifying the company's market position.
- Amazon's Potential Gains: The realization of AGI could enable Amazon to unlock substantial benefits in automation, particularly in customer service and warehouse operations, expected to enhance profit margins and optimize operational efficiency.
See More
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- Surge in Defense Budget: The defense budget is projected to reach $1 trillion in 2026 and exceed $1.5 trillion in 2027, driving investor interest in defense stocks, with companies like Lockheed Martin and RTX poised to benefit significantly.
- Strong Demand for Lockheed Martin: Lockheed's F-35 stealth fighter sales provide a high-margin revenue stream, and with a 14% growth in its missiles and fire control business driven by global demand for HIMARS and PAC-3 interceptors, the company ensures earnings visibility for decades to come.
- RTX's Diversified Business: RTX combines Raytheon's missile expertise with Pratt & Whitney's commercial aerospace engines, maintaining over 85,000 engines in service, which secures a steady cash flow, further bolstered by a $50 billion contract awarded by the DOD.
- Investment Choice Analysis: Lockheed is suitable for dividend-seeking investors, while RTX has a slight edge due to its diversified business model; however, both are high-quality defense stocks, and future changes in defense budgets could impact Lockheed's performance.
See More
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