What is the China upside potential for Nvidia and AMD? [Yahoo! Finance]
Advanced Micro Devices, Inc. (AMD)
Last advanced micro devices, inc. earnings: 4/28 04:25 pm
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Source: Yahoo! Finance
According to Raymond James analyst Simon Leopold, assessing the exact outcome is challenging as several moving parts remain. But in an optimistic scenario, Leopold estimates AMD could generate roughly $500 million to $800 million in incremental revenue, translating into about $0.10 to $0.20 of non-GAAP EPS upside. For Nvidia, the potential is materially larger, with an estimated $7 billion to $12.5 billion in additional revenue, or about $0.15 to $0.30 of non-GAAP EPS upside in 2026. “Questions remain regarding whether the Chinese government will allow or discourage its cloud operators from purchasing advanced GPUs, as well as how the U.S. government's export license fee will be accounted for,” Leopold wrote. For AMD, market speculation has centered on China-compliant accelerator orders tied to Alibaba, with reports pointing to 40,000 to 50,000 MI308 units. At the midpoint, Leopold notes that “a $15,000 chip could equate to $675M in sales,” likely spread across multiple quarter
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AMD
Earnings
- 11/4/25 - Beat
AMD
Sec Filings
- 12/15/25 - Form 8-K
- 12/12/25 - Form 4
- 12/11/25 - Form 144
- AMD's page on the SEC website