🚨🚨🚨 BREAKING 🚨🚨🚨
If you were AFRAID because you thought that $NVDA could not GROW ANY MORE and that soon its fall could DRAG down the SP500 and #Bitcoin, you need to see this
The potential is SO HUGE that some already see $NVDA on the way to becoming the FIRST 5 TRILLION DOLLAR COMPANY
-#NVIDIA could start selling AI chips to China again. Let me explain why this agreement would change EVERYTHING
The current situation:
▪️ NVIDIA did not sell a single H20 chip to China in the second quarter
▪️ Still, it achieved record revenues of 46.7 billion dollars
▪️ On the other hand, despite the ban on chip sales, it generated 2.8 billion in China thanks to sales of GPUs, networking, and robotics
▪️ Demand in China remains ENORMOUS but could EXPLODE MUCH MORE
What is being negotiated now?
🔸 NVIDIA would be willing to share a portion of the revenue with the U.S. in exchange for being able to sell its Blackwell chip
🔸 If the government approves it, the company could generate between 2 billion and 5 billion EXTRA dollars in the next quarter ONLY from China
🔸 In the first quarter, China accounted for 5.5 billion in revenues
🔸 Today NVIDIA does not include a single dollar from H20 chips in its forecasts
🔸 Yet it still projects record revenues of 54 billion for the next quarter
🔸 With sales to China enabled, that figure could explode
Investment banks know it:
▪️ JPMorgan raised its price target to 215
▪️ Bank of America raised it to 235
▪️ Citi, Morgan Stanley, Bernstein, ALL upgraded their predictions upwards
Meanwhile, CEO Jensen Huang warns that the next bottleneck will not be technological, but ENERGY
Data centers already consume 40% of the new global electricity demand
The projected growth in electricity consumption by 2030 is +23% per year
With or without China, NVIDIA already dominates the AI revolution. But if sales to China resume… $NVDA could be RIDICULOUSLY cheap according to experts