- Wells Fargo sees Nvidia selling ~200,000 H200 GPUs to China, implying $6–8B revenue at $35–40K per unit, a modest upside versus current forecasts tied to eased China chip limits.
- LangChain benchmark shows Nvidia Nemotron 3 Ultra completed more tasks with higher throughput and roughly 10x lower inference cost per run versus several closed models; business-task parity reported.
- Wedbush says NVIDIA’s high‑core Vera CPU could extend beyond x86 and may outperform Intel/AMD x86 chips, highlighting Vera’s high core count and broader architecture potential.
- NVIDIA (NVDA) posted recent quarterly results that drove post‑earnings trading and helped shift market sentiment for AI and chip stocks during the recent memory‑chip rally.
- NVIDIA (NVDA) shares climbed ~5% to about $202. Technicals flagged a double-bottom with a upside target near $260 by year-end; bullish stance intact above $194.
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Key facts: Nvidia H200 China sales; Nemotron cost lead; Vera vs x86
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Wells Fargo sees Nvidia selling ~200,000 H200 GPUs to China, implying $6–8B revenue at $35–40K per unit, a modest upside versus current forecasts tied to eased China chip limits.La