Nvidia's H200 Chip Orders in China Stalled
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Source: seekingalpha
- Order Absence: Nvidia CEO Jensen Huang stated that no orders for the H200 AI chips have been received from Chinese customers, indicating that the Chinese government's approval process for U.S. component imports is still ongoing, which may impact Nvidia's sales strategy in China.
- Market Anticipation: Despite the lack of new orders, Huang noted strong demand for the H200 chips in the Chinese market, with customers eager to purchase, highlighting potential market opportunities that hinge on the government's final decision.
- Government Signals: Chinese authorities have informed major tech firms like Alibaba to prepare orders for the H200 chips, suggesting that import approvals may be forthcoming, which provides hope for Nvidia's market entry but requires close monitoring of policy changes.
- Product Background: The H200 chip belongs to Nvidia's Hopper generation, expected to ship starting in 2024, and while it boasts significant technological advantages, it is still two generations behind the current Blackwell line, which may affect its competitive positioning in the market.
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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: 188.520
Low
200.00
Averages
264.97
High
352.00
Current: 188.520
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.
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