{"id":248212,"date":"2025-12-23T21:29:10","date_gmt":"2025-12-23T21:29:10","guid":{"rendered":"https:\/\/www.europesays.com\/ie\/248212\/"},"modified":"2025-12-23T21:29:10","modified_gmt":"2025-12-23T21:29:10","slug":"nvidia-amd-could-see-billions-in-revenue-from-soaring-china-ai-demand-in-2026","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ie\/248212\/","title":{"rendered":"Nvidia, AMD Could See Billions in Revenue from Soaring China AI Demand in 2026"},"content":{"rendered":"\n<p class=\"yf-7hmkaz\">This article first appeared on <a href=\"https:\/\/www.gurufocus.com\/news\/4085235\/nvidia-amd-could-see-billions-in-revenue-from-soaring-china-ai-demand-in-2026?utm_source=yahoo_finance&amp;utm_medium=syndication&amp;utm_campaign=headlines&amp;r=caf6fe0e0db70d936033da5461e60141\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:GuruFocus;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">GuruFocus<\/a>.<\/p>\n<p class=\"yf-7hmkaz\">Shares of Nvidia (<a class=\"link \" href=\"https:\/\/finance.yahoo.com\/quote\/NVDA\" data-ylk=\"slk:NASDAQ:NVDA;elm:context_link;itc:0;sec:content-canvas\" rel=\"nofollow noopener\" target=\"_blank\">NASDAQ:NVDA<\/a>) and AMD (<a class=\"link \" href=\"https:\/\/finance.yahoo.com\/quote\/AMD\" data-ylk=\"slk:NASDAQ:AMD;elm:context_link;itc:0;sec:content-canvas\" rel=\"nofollow noopener\" target=\"_blank\">NASDAQ:AMD<\/a>) inched up about 0.5% on Tuesday as analysts highlighted potential revenue growth from China.<\/p>\n<p class=\"yf-7hmkaz\">Raymond James said both <a href=\"https:\/\/seekingalpha.com\/news\/4534689-nvidia-amd-could-see-upside-from-china-raymond-james-says\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:companies;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">companies <\/a>could see moderate upside if recent U.S. export approvals lead to significant orders.<\/p>\n<p class=\"yf-7hmkaz\">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.<\/p>\n<p class=\"yf-7hmkaz\">Nvidia could see $7 billion to $12.5 billion in extra revenue, or $0.15 to $0.30 in non-GAAP EPS.<\/p>\n<p class=\"yf-7hmkaz\">Earlier this month, President Trump approved the sale of Nvidia&#8217;s H200 GPUs to China. Reports also suggest Alibaba (BABA) could buy 40,000 to 50,000 of AMD&#8217;s MI308 AI accelerators. Leopold estimated the potential Alibaba deal could generate around $675 million for AMD over several quarters.<\/p>\n<p class=\"yf-7hmkaz\">Analysts cautioned that uncertainties remain, including regulatory approvals and geopolitical risks, which could affect the final outcome.<\/p>\n","protected":false},"excerpt":{"rendered":"This article first appeared on GuruFocus. Shares of Nvidia (NASDAQ:NVDA) and AMD (NASDAQ:AMD) inched up about 0.5% on&hellip;\n","protected":false},"author":2,"featured_media":14217,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[261],"tags":[291,289,290,381,18,13154,19,17,292,3191,129437,14609,129438,82],"class_list":{"0":"post-248212","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-artificialintelligence","11":"tag-china","12":"tag-eire","13":"tag-gurufocus","14":"tag-ie","15":"tag-ireland","16":"tag-nvidia","17":"tag-president-trump","18":"tag-raymond-james","19":"tag-revenue-growth","20":"tag-simon-leopold","21":"tag-technology"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ie\/115771012772147722","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/248212","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/comments?post=248212"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/248212\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media\/14217"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media?parent=248212"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/categories?post=248212"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/tags?post=248212"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}