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Tell me the latest news about NVDA.

8/26/2025 03:35am

``` The deep research logic is organized as follows: Okay, let's tackle the user's question about the latest news on NVDA. First, I need to go through all the provided references to find the most recent and relevant information. The user is asking for the latest news, so I should focus on the most recent dates and key developments. Looking at the references, the dates range up to 2025-08-25, which is the current date. The user's query is from 2025-08-25, so all the references are relevant. I need to identify the main themes: product launches, earnings reports, analyst upgrades, and geopolitical issues with China. Starting with product launches, there's the Jetson Thor robotics product (References 1, 21-25). This seems significant as it's a new product aimed at the robotics market, which could be a growth driver. The specs mention 7.5x more AI compute power and 3.5x energy efficiency compared to the previous model. Also, the price points and availability are important details. Next, earnings-related news. References 2, 3, 5, 6, 8, 9, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 26, 27, 28 mention upcoming earnings on August 27, 2025. Analysts are expecting strong results with revenue around $46 billion and EPS around $1.01. There's also mention of a 15% revenue-sharing deal with the U.S. government to resume sales in China, which is a critical point. Analyst upgrades and price targets are another key area. References 2, 5, 6, 13, 14, 16, 17, 26, 27, 28 show multiple analysts raising price targets, with some as high as $225. This indicates bullish sentiment despite concerns about China. Geopolitical issues with China are a recurring theme. References 2, 3, 8, 9, 11, 12, 16-20 discuss the U.S. export restrictions, the 15% revenue-sharing deal, and China's reluctance to purchase H20 chips due to security concerns. This creates both risks and opportunities for NVDA. I need to structure the answer to cover these areas: product launches, earnings outlook, analyst sentiment, and China-related risks. Each section should have key points with supporting data from the references. Also, ensure to include the visualization for the "Query" mentioned in the references, which is "Nvidia (NVDA) Makes Its Jetson Thor Robotics Product Available for Sale" as per Reference 1. I should start with a conclusion that summarizes the main points, then break down each section with detailed analysis. Use tables where possible to present data clearly. Make sure to cite each reference properly with [^Number]. Also, check the user profile for any preferences, but since it's empty, focus on the provided data. Potential sections: 1. Product Launch: Jetson Thor details. 2. Earnings Report: Expectations and key metrics. 3. Analyst Sentiment: Price targets and reasons. 4. Geopolitical Risks: China market dynamics. Ensure each section flows logically, highlighting the significance of each development. Use emojis to make it engaging as per the format requirements. Also, include the visualization immediately after the relevant section. ``` ### 🚀 **Conclusion** Nvidia (NVDA) is at the forefront of the AI revolution, with **recent product launches**, **bullish analyst sentiment**, and **strategic moves to navigate geopolitical risks**. The company’s **Jetson Thor robotics platform** and **Blackwell GPU architecture** highlight its leadership in AI-driven innovation, while its **upcoming Q2 earnings** and **China market dynamics** will be pivotal for investors. Analysts project **strong growth** with price targets as high as $225, reflecting confidence in NVDA’s long-term dominance in AI infrastructure. --- ### 🌟 **Latest Developments** #### 1. **Jetson Thor: A Game-Changer for Robotics** Nvidia launched the **Jetson AGX Thor developer kit** and production modules, powered by its **Blackwell GPU architecture**. This platform offers: - **7.5x more AI compute power** and **3.5x energy efficiency** compared to the previous Jetson Orin model . - **2,070 teraflops of AI compute** at 130 watts, making it ideal for advanced robotics applications . - **Pricing**: Developer kit starts at $3,499; production modules range from $1,999 to $2,999 . #### 2. **Q2 Earnings: High Stakes for AI Dominance** - **Revenue Forecast**: $46.45 billion (YoY +50%) . - **EPS**: $1.02 (YoY +55%) . - **Key Drivers**: - **Data Center Growth**: Expected to hit $41.2 billion (YoY +57%) . - **China Market**: Resumption of H20 chip sales with a **15% revenue-sharing deal** with the U.S. government . - **Blackwell Chips**: Ramp-up of GB300 production and potential approval for advanced chips in China . #### 3. **Analyst Sentiment: Bullish on AI Leadership** - **Price Targets**: - Stifel: $212 (↑ from $202) . - KeyBanc: $215 (↑ from $190) . - Morgan Stanley: $205 (↑ from $175) . - **Consensus**: 36 Buys, 3 Holds, 1 Sell . - **Rationale**: Strong demand for AI chips, data center capex growth, and NVDA’s **80% market share in AI infrastructure** . #### 4. **Geopolitical Risks: China’s AI Chip Push** - **China’s Resistance**: Local authorities advised against purchasing H20 chips due to **security concerns** . - **Market Impact**: Potential **$8 billion revenue hit** in Q2, but NVDA is developing a **China-specific B30A chip** (50% of flagship processor power) . - **Long-Term Threat**: China aims for **AI chip self-sufficiency**, which could erode NVDA’s market share by 55% by 2027 . --- ### 📊 **Key Takeaways** | Metric | Data/Details | |--------------------------|------------------------------------------------------------------------------| | **Product Innovation** | Jetson Thor: 7.5x AI compute boost, $3,499 developer kit . | | **Earnings Outlook** | Q2 Revenue: $46.45B (YoY +50%), EPS: $1.02 . | | **Analyst Confidence** | 36 Buys, price targets up to $225 . | | **Risks** | China’s AI chip push, potential $8B revenue loss . | --- ### 🎯 **Final Thoughts** Nvidia’s **strategic focus on AI and robotics** positions it as a **long-term winner** in the tech revolution. However, **geopolitical uncertainties** with China and **competition from domestic AI chipmakers** pose risks. Investors should monitor **Q2 earnings** and **China market developments** closely. With a **$4.3 trillion market cap**, NVDA remains a **core holding** for AI-driven portfolios.