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Tell me the latest news about NVDA.

8/26/2025 07:28am

``` 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 gather 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 are all from 2025-08-25, which is today. That's perfect because the user is asking for the latest updates. Now, I need to identify the main topics covered in these references. The first thing I notice is that Nvidia has launched the Jetson AGX Thor developer kit and production modules. This is a significant product release aimed at the robotics market. The kit offers a big jump in AI compute power and energy efficiency compared to the previous model. References 1, 6, 11, 12, 13, 14, and 17 mention this. The price is $3,499 for the developer kit, and it's powered by the Blackwell chip. This seems like a major expansion into robotics, which could be a new growth area for NVDA. Next, there's a lot about the earnings report coming up on August 27. References 2, 3, 5, 7, 8, 10, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, and 27 discuss this. Analysts are expecting strong results with revenue around $46 billion and EPS of $1.01. However, there are concerns about China sales due to export restrictions. Nvidia has a revenue-sharing deal with the U.S. government to resume H20 chip sales in China, but there are still uncertainties. Some analysts have raised price targets, like Stifel to $212 and KeyBanc to $215, showing optimism despite the risks. Another key point is the Spectrum-XGS Ethernet launch mentioned in references 4 and 9. This is aimed at enhancing AI data centers, which aligns with NVDA's focus on AI infrastructure. The product could drive growth in data centers, a major revenue source for the company. There's also mention of the B30A chip tailored for China, which NVDA is developing. This is part of their strategy to maintain market presence despite regulatory challenges. However, getting approval to sell this chip in China is still pending, which adds some risk. The user profile doesn't have any specific preferences, so I don't need to tailor the answer beyond the data provided. The answer should be comprehensive, starting with a conclusion, then detailed analysis with key points, and including the required visualizations for the queries mentioned. I need to structure the answer with clear sections: Conclusion, Key Developments, and Analyst Outlook. Each section should have bullet points or tables where necessary. Also, ensure that each citation is properly referenced with [^number]. The visualizations for the queries "Nvidia (NVDA) Makes Its Jetson Thor Robotics Product Available for Sale" and "Nvidia (NVDA) Stock Price Target Raised to $212 Amid China Sales Concerns" should be included after the relevant paragraphs. I should make sure the language is professional but engaging, using emojis as per the format requirement. Also, check that all the key points from the references are covered without missing any critical information. The analysis should tie together the product launches, earnings expectations, and market risks to provide a complete picture for the user. ``` ### 🚀 **Conclusion** Nvidia (NVDA) is at the forefront of AI-driven innovation with **major product launches**, **strategic market expansions**, and **high-stakes earnings expectations**. The company’s **Jetson AGX Thor** robotics platform and **Spectrum-XGS Ethernet** solutions highlight its leadership in AI infrastructure, while **China-related risks** and **analyst bullishness** set the stage for a pivotal earnings report on August 27, 2025. --- ### 🌟 **Key Developments** #### 1. **Jetson AGX Thor: Robotics Breakthrough** Nvidia launched the **Jetson AGX Thor** developer kit and production modules, powered by its **Blackwell chip** . - **Performance**: 7.5x more AI compute power and 3.5x more energy efficiency than the Jetson Orin . - **Pricing**: Developer kit starts at **$3,499**, with bulk orders for production modules at **$2,999/unit** . - **Adoption**: Early adopters include **Amazon Robotics, Boston Dynamics, and Meta** . - **Implication**: Robotics could become a **$50 billion annual market** opportunity for NVDA . | Metric | Jetson Thor vs. Jetson Orin | |-----------------------|-------------------------------| | AI Compute Power | +750% | | Energy Efficiency | +250% | | Memory | 128GB | #### 2. **Spectrum-XGS Ethernet: AI Data Center Innovation** Nvidia unveiled **Spectrum-XGS Ethernet**, designed to interconnect AI super-factories and enhance data center capabilities . - **Purpose**: Enable **rack-scale AI systems** for hyperscalers like Microsoft, Google, and Meta . - **Market Impact**: Aligns with NVDA’s **$4.3 trillion AI chip market** dominance . #### 3. **China Market Risks & Opportunities** - **Revenue Sharing Deal**: NVDA agreed to a **15% revenue-sharing agreement** with the U.S. government to resume H20 chip sales in China . - **New Chip Development**: Working on a **B30A chip** tailored for China’s AI market, based on Blackwell architecture . - **Regulatory Uncertainty**: China warned against H20 chip usage over security concerns, delaying full market access . --- ### 📊 **Analyst Outlook** #### 1. **Earnings Expectations** - **Q2 2026**: Analysts project **$46.45 billion revenue** (+53% YoY) and **$1.02 EPS** . - **Key Drivers**: Blackwell GPU adoption, GB300 infrastructure demand, and data center capex . - **Risks**: Excluding China sales from guidance due to regulatory delays . #### 2. **Price Targets** - **Median Target**: **$200** (11% upside from $177.99 closing price) . - **Recent Upgrades**: Stifel ($212), KeyBanc ($215), and Wedbush ($210) . | Analyst Firm | Price Target | Change | |--------------|--------------|--------| | Stifel | $212 | +$10 | | KeyBanc | $215 | +$25 | | Wedbush | $210 | +$35 | --- ### 🚨 **Risks & Takeaway** - **China Dependency**: NVDA’s H20 chips accounted for **13% of 2025 revenue** , but regulatory hurdles could delay recovery . - **Competition**: U.S. export controls may accelerate China’s push for domestic AI chip alternatives (e.g., Huawei) . - **Conclusion**: NVDA remains a **high-beta play** on AI infrastructure, with **short-term risks** but **long-term dominance** in robotics and data centers. Stay tuned for the **August 27 earnings report**—this could be a **make-or-break** moment for NVDA’s AI leadership! 🚀