Nvidia Clarifies No Upfront Payment Required for H200 Chips, Boosting Investor Sentiment
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 13 2026
0mins
Should l Buy NVDA?
Source: stocktwits
- Positive Market Reaction: Nvidia clarified that it does not require upfront payments for H200 chips from Chinese customers, leading retail investors to react positively and pushing the stock up 0.4% in early Tuesday trading, reflecting optimism about a potential recovery in its China business.
- Sales Suspension Impact: Although Nvidia's H200 chip sales have been paused due to U.S.-China trade tensions, company management indicated at CES that demand for its chips in China remains strong, suggesting significant market potential still exists.
- Policy Changes Impact: The Biden administration had previously banned the export of advanced AI chips to China, but Trump reversed this policy last month, allowing H200 sales with a 25% fee, although this policy shift has not fully alleviated market uncertainties.
- New Collaboration Developments: Nvidia announced a collaboration with drug giant Eli Lilly to establish a new AI lab for advanced drug development, while also partnering with Thermo Fisher to launch new models in its BioNeMo program, further expanding its influence in the biotechnology sector.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy NVDA?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
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: 199.880
Low
200.00
Averages
264.97
High
352.00
Current: 199.880
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.
VAST DATA: FINANCING COMPRISES PRIMARY AND SECONDARY CAPITAL, TOTALING NEARLY $1 BILLION IN TRANSACTION VALUE
Financing Overview: The total transaction value for financing, including both primary and secondary capital, amounts to approximately $1 billion.
Market Impact: This significant financial activity indicates a robust market environment, reflecting investor confidence and potential growth opportunities.
See More
VAST DATA: FUNDING ROUND SAW CONTRIBUTIONS FROM CURRENT INVESTORS LIKE FIDELITY MANAGEMENT & RESEARCH COMPANY, NEA, AND NVIDIA
Funding Sources: The funding round includes participation from existing investors such as Fidelity Management & Research Company, NEA, and NVIDIA.
Investor Involvement: The involvement of established investors indicates confidence in the company's potential and growth prospects.
See More
VAST DATA: DRIVE CAPITAL LEADS FUNDING ROUND, WITH ACCESS INDUSTRIES AS CO-LEAD
- Funding Overview: A funding round has been led by Drive Capital, focusing on significant investments in various industries.
- Co-Lead Participation: Access Industries is acting as a co-lead in this funding initiative, indicating strong interest and collaboration in the investment.
See More
SpaceX to Acquire AI Startup Cursor for $60 Billion
- Acquisition Agreement: SpaceX has struck a deal with AI startup Cursor to acquire the company for $60 billion or pay $10 billion for collaborative work, indicating SpaceX's strategic expansion into the AI sector.
- Funding Plans: Cursor is in talks to raise $2 billion at a valuation exceeding $50 billion, with participation from investors like Andreessen Horowitz, Nvidia, and Thrive Capital, reflecting strong market interest and investment enthusiasm in AI technologies.
- Technical Collaboration: The partnership aims to develop the world's best coding and knowledge work AI, with Cursor's CEO highlighting this as a significant step in enhancing their AI model, Composer, which could transform software development practices.
- IPO Prospects: Elon Musk plans to take SpaceX public after merging it with his AI startup xAI, which is expected to be a record-setting IPO, further solidifying his leadership position in the tech industry.
See More
Nvidia and Broadcom: Top Picks for AI Investment
- Significant Profit Growth: Nvidia's latest quarter saw a 73% revenue increase to $68.1 billion, with expectations of 79% growth next quarter, highlighting its strong profitability and market demand in the AI sector, further solidifying its industry leadership.
- Rise of Custom Chips: Broadcom's AI semiconductor division experienced a 106% year-over-year growth in Q1 of fiscal 2026, reaching $8.4 billion, indicating a rapid increase in demand for its custom AI chips, despite still holding a smaller market share.
- Future Growth Expectations: CEO Hock Tan anticipates that Broadcom's custom AI chip business will generate over $100 billion in revenue by 2027, reflecting the immense potential and long-term growth opportunities in the AI market.
- Ongoing Investment Trends: Nvidia expects global data center capital expenditures to continue rising, reaching $3 trillion to $4 trillion by 2030, indicating that AI investments are accelerating and will yield substantial profits for Nvidia and Broadcom in the coming years.
See More
SpaceX and Others Set to Launch Historic IPOs Amid Unprecedented Losses
- IPO Market Outlook: SpaceX, OpenAI, and Anthropic are projected to create a combined market value of $3 trillion, despite all three being unprofitable, which is unprecedented in U.S. IPO history and could significantly impact investor confidence in high-growth tech stocks.
- Profitability Challenges: SpaceX reported a nearly $5 billion loss on over $18.6 billion in revenue last year, highlighting severe profitability challenges, while OpenAI and Anthropic are also preparing for IPOs without profitability, potentially affecting investor decisions.
- Concentration Risk: The planned IPOs of these three companies may exacerbate market concentration risks, especially given that the so-called Magnificent Seven already account for about one-third of the S&P 500 index weight, leading to potential over-reliance on tech stocks by investors.
- Profitability Threshold Impact: According to S&P Dow Jones Indices, companies must achieve four consecutive quarters of profit to be considered for inclusion in the S&P 500, meaning SpaceX, OpenAI, and Anthropic may face years without structural buying support, impacting their long-term stock performance.
See More
VAST DATA: FINANCING COMPRISES PRIMARY AND SECONDARY CAPITAL, TOTALING NEARLY $1 BILLION IN TRANSACTION VALUE
Financing Overview: The total transaction value for financing, including both primary and secondary capital, amounts to approximately $1 billion.
Market Impact: This significant financial activity indicates a robust market environment, reflecting investor confidence and potential growth opportunities.
See More
VAST DATA: FUNDING ROUND SAW CONTRIBUTIONS FROM CURRENT INVESTORS LIKE FIDELITY MANAGEMENT & RESEARCH COMPANY, NEA, AND NVIDIA
Funding Sources: The funding round includes participation from existing investors such as Fidelity Management & Research Company, NEA, and NVIDIA.
Investor Involvement: The involvement of established investors indicates confidence in the company's potential and growth prospects.
See More
VAST DATA: DRIVE CAPITAL LEADS FUNDING ROUND, WITH ACCESS INDUSTRIES AS CO-LEAD
- Funding Overview: A funding round has been led by Drive Capital, focusing on significant investments in various industries.
- Co-Lead Participation: Access Industries is acting as a co-lead in this funding initiative, indicating strong interest and collaboration in the investment.
See More
SpaceX to Acquire AI Startup Cursor for $60 Billion
- Acquisition Agreement: SpaceX has struck a deal with AI startup Cursor to acquire the company for $60 billion or pay $10 billion for collaborative work, indicating SpaceX's strategic expansion into the AI sector.
- Funding Plans: Cursor is in talks to raise $2 billion at a valuation exceeding $50 billion, with participation from investors like Andreessen Horowitz, Nvidia, and Thrive Capital, reflecting strong market interest and investment enthusiasm in AI technologies.
- Technical Collaboration: The partnership aims to develop the world's best coding and knowledge work AI, with Cursor's CEO highlighting this as a significant step in enhancing their AI model, Composer, which could transform software development practices.
- IPO Prospects: Elon Musk plans to take SpaceX public after merging it with his AI startup xAI, which is expected to be a record-setting IPO, further solidifying his leadership position in the tech industry.
See More
Nvidia and Broadcom: Top Picks for AI Investment
- Significant Profit Growth: Nvidia's latest quarter saw a 73% revenue increase to $68.1 billion, with expectations of 79% growth next quarter, highlighting its strong profitability and market demand in the AI sector, further solidifying its industry leadership.
- Rise of Custom Chips: Broadcom's AI semiconductor division experienced a 106% year-over-year growth in Q1 of fiscal 2026, reaching $8.4 billion, indicating a rapid increase in demand for its custom AI chips, despite still holding a smaller market share.
- Future Growth Expectations: CEO Hock Tan anticipates that Broadcom's custom AI chip business will generate over $100 billion in revenue by 2027, reflecting the immense potential and long-term growth opportunities in the AI market.
- Ongoing Investment Trends: Nvidia expects global data center capital expenditures to continue rising, reaching $3 trillion to $4 trillion by 2030, indicating that AI investments are accelerating and will yield substantial profits for Nvidia and Broadcom in the coming years.
See More
SpaceX and Others Set to Launch Historic IPOs Amid Unprecedented Losses
- IPO Market Outlook: SpaceX, OpenAI, and Anthropic are projected to create a combined market value of $3 trillion, despite all three being unprofitable, which is unprecedented in U.S. IPO history and could significantly impact investor confidence in high-growth tech stocks.
- Profitability Challenges: SpaceX reported a nearly $5 billion loss on over $18.6 billion in revenue last year, highlighting severe profitability challenges, while OpenAI and Anthropic are also preparing for IPOs without profitability, potentially affecting investor decisions.
- Concentration Risk: The planned IPOs of these three companies may exacerbate market concentration risks, especially given that the so-called Magnificent Seven already account for about one-third of the S&P 500 index weight, leading to potential over-reliance on tech stocks by investors.
- Profitability Threshold Impact: According to S&P Dow Jones Indices, companies must achieve four consecutive quarters of profit to be considered for inclusion in the S&P 500, meaning SpaceX, OpenAI, and Anthropic may face years without structural buying support, impacting their long-term stock performance.
See More
