Nvidia CEO Jensen Huang Plans January Visit to China to Revive AI Chip Market
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Source: seekingalpha
- Market Revitalization Plan: Nvidia CEO Jensen Huang plans to visit China in late January to revive its AI chip market, although Chinese customs have stated that H200 chips are not permitted entry, highlighting the complexities and challenges of market recovery.
- Critical Market Position: As the largest semiconductor market globally, China is crucial for Nvidia, and Huang's visit may help restore this key revenue stream, especially against the backdrop of surging global AI chip demand.
- Uncertain Itinerary: Huang's itinerary may change depending on potential meeting arrangements; while he is expected to travel to Beijing for company events, it remains unclear whether he will meet with senior Chinese officials, reflecting the delicacy of US-China tech relations.
- Historical Context: During his visit in July 2025, Huang successfully met with China's Vice Premier and Commerce Minister, and this new trip's arrangements could significantly impact Nvidia's future business development in China.
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 264.97 USD with a low forecast of 200.00 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.
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 186.230
Low
200.00
Averages
264.97
High
352.00
Current: 186.230
Low
200.00
Averages
264.97
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.
