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2d ago

Nvidia Surges to $4.3 Trillion Valuation as U.S. Clears Path for China Chip Sales

Nvidia secured U.S. approval to resume H20 chip exports to China after export restrictions lifted, prompting analysts to increase long-term earnings and revenue targets.

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Overview

  • On July 29, Nvidia’s market cap hit $4.3 trillion, surpassing Microsoft by $500 billion.
  • The company received U.S. assurances to resume shipments of its H20 AI chips to China, potentially restoring about $8 billion in quarterly revenue.
  • Nvidia’s data-center division generated $39.1 billion in Q1 FY2026, up 73 percent year over year and accounting for 89 percent of total sales.
  • Analysts lifted price targets into the $190–250 range, forecasting 29 percent annual earnings growth and a 31.5 percent revenue CAGR through 2028.
  • McKinsey projects over $7 trillion in data-center spending over five years, with more than $5 trillion dedicated to AI workloads, reinforcing Nvidia’s ecosystem moat.