NVIDIA Corporation (NASDAQ:NVDA) continues to solidify its position as a leader in computing power and artificial intelligence. After achieving a record market capitalization of $4 trillion, the company has received key regulatory approval to resume exporting advanced AI chips to China. Analysts expect these moves to have a positive impact on the stock price and the firm’s long-term performance.
1. Strategic Return to the Chinese Market
Following successful negotiations with both U.S. and Chinese regulators, NVIDIA Corporation (NASDAQ:NVDA) resumed shipments of its H20 AI chip, which had been suspended due to export restrictions. The Chinese market, which accounts for approximately 20% of global AI demand, can now once again accept products that meet U.S. security requirements. Analysts at MarketWatch mentioned that this resumption of H20 shipments could bring the company more than $10 billion in annual revenue.
2. New product: RTX 6000D for the Chinese market
In addition to the H20, Nvidia is also developing the RTX 6000D, a GPU built on TSMC’s N4 architecture that features GDDR7 memory with speeds of up to 1,100 GB/s. This model is designed with U.S. export limits in mind and is expected to be launched during the third quarter of 2025.
3. Market Capitalization and Stock Trend
As of early July 2025, NVIDIA Corporation (NASDAQ:NVDA) has surpassed Apple in market capitalization, approaching the $5 trillion mark. The company’s shares are currently trading around $171.73, having responded to China’s expansion by rising as much as 4.9% in pre-market. NVIDIA Corporation (NASDAQ:NVDA) confirms that it remains a technology leader in accelerated computing and AI infrastructure. Re-expansion into the Chinese market, the launch of modified GPUs, and strong demand in both datacenter and client devices support the long-term growth outlook. The company’s stock retains “strong buy” status according to most analysts. NVIDIA Corporation (NASDAQ:NVDA) also pays a regular quarterly dividend. Currently, the dividend yield is 0.02% p.a. The actual dividend amount was approved by the company’s shareholders at $0.01 per share. The average target price for the short- to medium-term investment horizon was set at $182.60 per share by 43 analysts at Zacks.com.
