Nvidia H200 China Sales Could Hit $8B; Nemotron Beats on Cost
NVDA sits 26% above its 52-week low of $161.16.
Summary
Wells Fargo estimates Nvidia could sell ~200,000 H200 GPUs to China, generating $6–8B in revenue — a modest upside to current forecasts following eased export restrictions. Separately, LangChain benchmarks show Nemotron 3 Ultra completing more tasks at roughly 10x lower inference cost than several closed models, with business-task parity. Wedbush also highlights Vera CPU's high core count and potential to outperform Intel/AMD x86 chips. The H200 China sales build on the May 13 resumption news, now with concrete unit and revenue estimates. The Nemotron cost advantage and Vera architecture commentary are new product positioning signals.
At the time of this announcement, NVDA was trading at $202.33 on NASDAQ in the Technology sector, with a market capitalization of approximately $4.9T. The 52-week trading range was $161.16 to $236.54. This news item was assessed with positive market sentiment and an importance score of 7 out of 10. Source: Wiseek News.