Nvidia: H200 China Sales And The Margin Tradeoff [Seeking Alpha]
NVIDIA Corporation (NVDA)
Last nvidia corporation earnings: 2/13 04:20 pm
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US:NASDAQ Investor Relations:
investor.nvidia.com/home/default.aspx
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Source: Seeking Alpha
If NVDA splits the 25% fee with Chinese hyperscalers via pricing increases, I see net upside rising to about $4.37B–$17.5B per quarter. Even though my model is a very rough estimate, it shows that the NVDA stock upside is material. Adding my model's $11B midpoint to Q4 FY26 $65B midpoint guidance implies $76B revenue, lifting sequential growth from 14% to 33%. Despite risks around timing uncertainty and potential gross-margin pressure if Nvidia absorbs the fee, I reiterate my Strong Buy rating on NVDA stock. BING-JHEN HONG/iStock Editorial via Getty Images In my last coverage on Nvidia Corporation ( NVDA ), I upgraded the stock to a Strong Buy after Q3 FY26 results confirmed that AI demand remained stronger than ever, despite the fears This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of SOXL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I a
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NVDA
News
- Where Will Nvidia Stock Be in 5 Years? [Yahoo! Finance]Yahoo! Finance
- Nvidia bulks up open source offerings with an acquisition and new open AI models [Yahoo! Finance]Yahoo! Finance
- TechCrunch asks for your consent to use your personal data to: [TechCrunch]TechCrunch
- The Best Stocks to Invest $50,000 in Right Now [Yahoo! Finance]Yahoo! Finance
- Forget the AI Bubble and Buy Nvidia Stock for 2026: Here's Why [Yahoo! Finance]Yahoo! Finance
NVDA
Earnings
- 11/19/25 - Beat
NVDA
Sec Filings
- 12/15/25 - Form 144
- 12/12/25 - Form 4
- 12/12/25 - Form 4
- NVDA's page on the SEC website