Nvidia's Potential Boost from Chinese Market Orders
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 18 2026
0mins
Should l Buy NVDA?
Source: seekingalpha
- Chinese Market Orders: CEO Jensen Huang disclosed that Nvidia has received purchase orders from customers in China, with analysts estimating that this could significantly boost revenue by over $25 billion annually and increase non-GAAP EPS by $0.60.
- Export Control Impact: Nvidia reported that H20 export controls impacted revenues by approximately $4.6 billion (about 12%) and $4.0 billion (about 10%) in Q1 and Q2 of FY2025, highlighting the critical role of the Chinese market in overall revenue.
- Data Center Revenue Contribution: Nvidia noted that China accounts for 20-25% of total Data Center revenue, indicating that demand from Chinese customers is vital for future growth, particularly in the current quarter's shipments.
- New Product Development: In addition to H200 GPUs, Nvidia is developing a Groq language processing unit expected to ship to Chinese customers next month, which will be adaptable to various system configurations, further enhancing the company's competitive edge in the Chinese market.
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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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- Microsoft's Investment Opportunity: With its P/E ratio nearing a decade low, Microsoft stands out as a leading AI facilitator, making this rare buying opportunity particularly significant in the current market environment, likely attracting more investor interest.
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- Risk Assessment: This rule assumes a balanced portfolio of stocks and bonds, but if heavily weighted towards bonds, it may not support a 4% withdrawal rate; Morningstar indicates that a 3.9% rate may be safer by 2026.
- Personalized Withdrawal Strategy: It is recommended to develop a customized withdrawal strategy based on individual retirement age, life expectancy, investment mix, and risk tolerance rather than solely relying on the 4% rule to ensure sustainability over longer retirement periods.
- Social Security Bonus Opportunity: Many retirees overlook a potential $23,760 Social Security bonus, and by learning how to maximize these benefits, retirees could significantly enhance their income and achieve greater peace of mind in retirement.
See More
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