Nvidia Stock (NVDA) Poised for Rally After US-China Chip Deal Approval
Nvidia shares gained nearly 1.75% following the TRUMP administration's conditional approval for H200 AI chip sales to China. The agreement mandates 25% of sales revenue be paid to the US government, with restrictions limiting buyers to civilian entities.
Analysts project NVDA could surpass $300 by 2026, representing a potential 65% ROI from current levels. The GPU manufacturer faces overwhelming demand, particularly from Chinese markets, where it maintains dominant market share in AI processors.
Institutional and retail investors continue accumulating positions, betting on Nvidia's sustained profitability amid global AI infrastructure expansion. The Blackwell architecture chips are expected to drive next-generation data center deployments worldwide.
