Goldman Sachs Positive on Nvidia (NVDA) Following Major Chinese Licensing Achievement - Discover the Bank's Predicted Stock Price

Goldman Sachs Positive on Nvidia (NVDA) Following Major Chinese Licensing Achievement - Discover the Bank's Predicted Stock Price

Nvidia, the leading American technology company, has received a license to export its H20 chips to China, a move that has been met with optimism from investors and analysts. This decision, which was negotiated by Nvidia CEO Jensen Huang with former President Donald Trump, alleviates some of the prior export restrictions that caused Nvidia to take significant inventory charges and lost revenue due to the China ban.

The U.S. government's license allows Nvidia to export downgraded versions of the H20 chips to China, with performance reduced by 30-50%. However, the deal secures a 15% revenue share for the government from these sales.

Goldman Sachs analyst James Schneider expects Nvidia to beat Q2 earnings estimates due to a strong ramp-up of its new Blackwell GPU architecture and the China export expansion. Schneider is currently targeting the $200 level for NVDA, nearly a 10% move from current prices. The bank emphasizes the long-term growth prospects in AI and hyped infrastructure spending driving Nvidia’s business.

However, the stock’s reaction will depend on the guidance Nvidia provides about China’s impact and Blackwell’s adoption in the second half of the year. While Nvidia’s stock has gained over 30% in 2025, some voices warn that without stronger guidance, the market reaction might be muted or even negative if expectations are not exceeded.

In other news, Solid has launched on Fuse Network, offering decentralized banking for the masses, and dYdX Foundation has raised $8 million to accelerate ecosystem growth. Meanwhile, Caldera has announced a partnership with EigenCloud to integrate EigenDA Version Two, and FLOKI's Valhalla MMORPG is being promoted with a 60-day national commercial blitz on US television.

Elsewhere, MultiBank Group has reported record H1 results with $209 million revenue and MBG Token driving 7x returns since launch. However, the US government was scammed out of $13 million by a fake millionaire who filed fraudulent PPP loans and IRS refunds, and 113,575 Americans are at risk of fraud after a healthcare firm was hacked, potentially exposing personal data.

Lastly, SwaggyX.com has launched an AI-powered Web 3.0 prediction platform for crypto, sports, and global events, and a New York man defrauded the IRS with a stolen $810,000 tax refund check in a bank fraud and identity theft scheme.

Investors and analysts are waiting for Nvidia’s Q2 earnings report scheduled near the end of August, with expectations for solid performance but some caution over how much upside guidance will reflect the new China sales and Blackwell adoption. Goldman Sachs remains bullish on Nvidia, with the bank's AI Stack being used by builders to prove what's possible, and CARV's AI Stack being used to demonstrate the potential of the technology.

1. The export of downgraded H20 chips by Nvidia to China, following the U.S. government's license, may generate a 15% revenue share for the government but could also have a significant impact on Nvidia's earnings, as analysts anticipate.
2. The finance sector is closely watching the cryptocurrency market, with Solid launching on the Fuse network and FLOKI promoting its Valhalla MMORPG, while investors remain vigilant about potential fraud and cyberattacks, as seen in the healthcare firm hack and man defrauding the IRS.
3. In the realm of technology, Nvidia's Q2 earnings report is highly anticipated, with Goldman Sachs and other analysts expecting solid performance fueled by the strong ramp-up of the Blackwell GPU architecture and China export expansion. Meanwhile, innovative platforms like SwaggyX.com are harnessing AI to predict events in the crypto, sports, and global arenas, demonstrating the ever-evolving potential of technology in various industries.

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