Nvidia Aims to Ship H200 AI Chips to China Before Lunar New Year
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Source: Newsfilter
- Shipping Plan: Nvidia plans to ship 5,000 to 10,000 H200 chip modules to Chinese clients before the Lunar New Year, equivalent to about 40,000 to 80,000 H200 AI chips, aiming to meet market demand and enhance its competitiveness in China.
- Production Capacity Expansion: The company also intends to open orders for new production capacity in Q2 2026, further strengthening the supply of H200 chips to address the growing market demand.
- Policy Uncertainty: Despite the shipping plans, significant uncertainty remains as government approval from China is still pending, which could impact the delivery timeline.
- Market Impact: This shipment would mark the first entry of H200 chips into the Chinese market, representing a major policy shift from the U.S. and potentially affecting the development of China's domestic AI chip industry, especially in comparison to local competitors.
NVDA
$183.435+Infinity%1D
Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NVDA is 255.63 USD with a low forecast of 185.00 USD and a high forecast of 352.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
40 Analyst Rating
38 Buy
1 Hold
1 Sell
Strong Buy
Current: 180.990
Low
185.00
Averages
255.63
High
352.00
Current: 180.990
Low
185.00
Averages
255.63
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
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.
