Particle.news
Download on the App Store
20 ARTICLES
·
17h ago

Nvidia Lifts Q4 Outlook to $65 Billion as China Door Cracks Open for H200 Sales

Fresh guidance underscores the AI build-out, prompting portfolio rotations toward diversified ETF exposure.

Image
Image
Image
Image

Overview

  • Nvidia guided fiscal Q4 revenue to roughly $65 billion, with management saying demand for AI infrastructure continues to exceed expectations.
  • CFO Colette Kress said the company has visibility to about $500 billion in Blackwell and Rubin-related revenue through the end of 2026.
  • The company reported record fiscal Q3 revenue of $57 billion, up 62% year over year, and CEO Jensen Huang pushed back on talk of an AI bubble.
  • President Trump recently said Nvidia may sell its H200 chips in China, a developing policy shift that could reopen a key market constrained by export controls.
  • Investor positioning is evolving as Thiel Macro exited Nvidia and added a large Microsoft stake, while coverage highlights AI ETFs such as AIQ, ARTY, and PSI for diversified exposure with varying concentration and risk.