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BTCC / BTCC Square / Global Cryptocurrency /
Nvidia’s $15B China Windfall Lifts Chipmaker’s Revenue Outlook

Nvidia’s $15B China Windfall Lifts Chipmaker’s Revenue Outlook

Author:
Global Cryptocurrency
Published:
2025-07-17 22:20:02
12
2
BTCCSquare news:

Nvidia stands to capture up to $15 billion in additional revenue from resumed AI chip sales in China, according to Stifel, Bernstein, and William Blair analysts. The lifted export ban positions the company to potentially reach $20 billion in China-derived revenue for fiscal 2026—a notable increase from 2025's $17 billion.

Wall Street's bullish stance intensified as seven firms raised price targets. Melius Research boosted its target to $235 from $205, while Stifel's Ruben Roy cited "pent-up demand" driving accelerated adoption of Nvidia's H20 chips in China through year-end.

|Square

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