Nvidia, AMD Could See Billions in Revenue from Soaring China AI Demand in 2026 [Yahoo! Finance]
Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA)
Last alibaba group holding limited american depositary shares each representing eight ordinary share earnings: 2/13 06:45 am
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Source: Yahoo! Finance
Raymond James said both companies could see moderate upside if recent U.S. export approvals lead to significant orders. Warning! GuruFocus has detected 5 Warning Signs with AMD. Is AMD fairly valued? Test your thesis with our free DCF calculator. Analyst Simon Leopold wrote in a note to clients that AMD might generate $500 million to $800 million in additional revenue in 2026, translating to $0.10 to $0.20 in non-GAAP EPS. Nvidia could see $7 billion to $12.5 billion in extra revenue, or $0.15 to $0.30 in non-GAAP EPS. Earlier this month, President Trump approved the sale of Nvidia's H200 GPUs to China. Reports also suggest Alibaba (BABA) could buy 40,000 to 50,000 of AMD's MI308 AI accelerators. Leopold estimated the potential Alibaba deal could generate around $675 million for AMD over several quarters. Analysts cautioned that uncertainties remain, including regulatory approvals and geopolitical risks, which could affect the final outcome.
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- Alibaba Weighs Major AMD AI Chip Order [Yahoo! Finance]Yahoo! Finance
- AMD Shares Climb on Reports of Alibaba Massive AI Chip Order [Yahoo! Finance]Yahoo! Finance
- Nvidia Plans H200 Chip Shipments to China by Mid-February [Yahoo! Finance]Yahoo! Finance
- The AI Stock That's Secretly Crushing Nvidia [Yahoo! Finance]Yahoo! Finance
- Nvidia aims to begin H200 chip shipments to China by mid-February, Reuters' sources say [BNN Bloomberg (Canada)]BNN Bloomberg
BABA
Earnings
- 11/25/25 - Beat
BABA
Sec Filings
- 12/4/25 - Form 6-K
- 12/4/25 - Form 6-K
- 12/1/25 - Form 6-K
- BABA's page on the SEC website