Key Stats for Nvidia Stock
- Price Change for Nvidia stock: 1.5%
- $NVDA Share Price as of Dec. 22: $184
- 52-Week High: $212
- $NVDA Stock Price Target: $253
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)>>>
What Happened?
Nvidia (NVDA) stock climbed 1.5% yesterday after reports surfaced that the company plans to ship its powerful H200 AI chips to China before the Lunar New Year holiday in mid-February.
This marks a significant policy shift under President Trump’s administration, which has said it will allow these sales with a 25% fee attached.
According to sources, Nvidia aims to fulfill initial orders from existing inventory. Shipments are expected to total 5,000 to 10,000 chip modules, which equals roughly 40,000 to 80,000 individual H200 chips.
The chipmaker has also told Chinese clients it plans to add new production capacity for these chips, with orders for that capacity opening in the second quarter of 2026.
However, there’s still significant uncertainty as Beijing hasn’t approved any H200 purchases yet, and the timeline could shift depending on government decisions.
One source noted that “the whole plan is contingent on government approval. Nothing is certain until we get the official go-ahead.”
The H200 is part of Nvidia’s previous-generation Hopper line but remains widely used in AI applications. It’s roughly six times more powerful than the H20, a downgraded chip Nvidia previously explicitly designed for the Chinese market.
Major Chinese tech companies like Alibaba and ByteDance have expressed strong interest in buying these more powerful processors.
See analysts’ growth forecasts and price targets for Nvidia stock (It’s free!) >>>
What the Market Is Telling Us About Nvidia Stock
The market’s positive reaction suggests investors believe opening up sales in China could provide a meaningful revenue boost for Nvidia stock.
China represents a massive market for AI chips, and this policy reversal from the Trump administration gives Nvidia access to a demand that was previously blocked.
At a recent investor conference, Nvidia CFO Colette Kress addressed concerns about an “AI bubble” and made it clear the company sees massive growth ahead.
She pointed to a $3 trillion to $4 trillion data center infrastructure opportunity by the end of the decade, with about half of that coming from the transition from CPUs to GPUs for accelerated computing.
Kress also emphasized that most of what Nvidia ships today is brand new capacity, not replacement demand. “Most of what you’re seeing is all brand new builds throughout the U.S. and across the world,” she explained.
Even older Ampere architecture chips are still being rented at full price by cloud providers, showing how strong demand remains across all generations of Nvidia hardware.
The CFO pushed back hard on competitive concerns. When asked if Nvidia’s lead was shrinking, she said “absolutely not.” She highlighted the company’s full-stack approach, combining hardware with its CUDA software platform and extensive libraries.
This integration makes it extremely difficult for competitors to replicate what Nvidia has built over many years.
Specifically on the China opportunity, allowing H200 sales could help Nvidia capture revenue that might otherwise go to domestic Chinese chipmakers.
Beijing has been pushing hard to develop its own AI chip industry, but local firms haven’t yet matched the H200’s performance. Chinese officials are reportedly considering requiring each H200 purchase to be bundled with domestic chips at a set ratio.
Nvidia stock has pulled back 20% from its 52-week high, partly due to concerns about competition and market saturation.
But the recent news, combined with Kress’s comments about massive future growth, gives investors reasons to be optimistic.
The company showed a $25 billion increase in combined inventory and purchase commitments last quarter, which Kress said “was a good thing. It was a good thing we’re growing.”
With potential access to the Chinese market reopening and Nvidia’s next-generation Vera Rubin chips already taped out for the second half of 2026, the company appears positioned to maintain its dominance in AI infrastructure.
Estimate a company’s fair value instantly (Free with TIKR) >>>
How Much Upside Does Nvidia Stock Have From Here?
With TIKR’s new Valuation Model tool, you can estimate a stock’s potential share price in under a minute.
All it takes is three simple inputs:
- Revenue Growth
- Operating Margins
- Exit P/E Multiple
If you’re not sure what to enter, TIKR automatically fills in each input using analysts’ consensus estimates, giving you a quick, reliable starting point.
From there, TIKR calculates the potential share price and total returns under Bull, Base, and Bear scenarios so you can quickly see whether a stock looks undervalued or overvalued.
See a stock’s true value in under 60 seconds (Free with TIKR) >>>
Looking for New Opportunities?
- See what stocks billionaire investors are buying so you can follow the smart money.
- Analyze stocks in as little as 5 minutes with TIKR’s all-in-one, easy-to-use platform.
- The more rocks you overturn… the more opportunities you’ll uncover. Search 100K+ global stocks, global top investor holdings, and more with TIKR.
Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
