Latest news with #Ascend
Time of India
9 hours ago
- Business
- Time of India
Nvidia stock price prediction 2025: Can NVDA hit $250 after 39% rally, or will China trade bans and AI chip rivals trigger a pullback?
Nvidia (NASDAQ: NVDA) stock price prediction 2025: Can it maintain its AI-driven momentum or face fresh risks- Nvidia (NASDAQ: NVDA) has been on a wild ride this year. After hitting a 52-week low of $86.62 in April 2025, shares have surged over 39.2% in the past 90 days, pulling the stock 14.1% higher than where it started the year. With rising investor interest and renewed optimism in the AI chip sector, Nvidia is again in focus. But behind the numbers lie key concerns—trade tensions, regulatory hurdles, and competitive pressure from rivals like Huawei and DeepSeek. So where does Nvidia go from here? Will the company deliver on its bullish forecasts or will headwinds from tariffs and export controls drag down momentum? How much has Nvidia stock rallied in 2025 so far? Nvidia has staged a stunning comeback this year, gaining 39% year-to-date and recapturing its $1.4 trillion market cap milestone. The rally is fueled by: Massive demand for AI infrastructure Robust sales of the next-gen Blackwell AI chips Optimism about easing U.S.–China export tensions As of July 2, 2025, NVDA is trading at $153.30 , down slightly by -0.03% intraday, but still hovering near its all-time high. How much have recent trade developments impacted Nvidia stock? Despite ongoing U.S.-China tensions, Nvidia's stock rebounded sharply after President Trump announced a pause on tariffs, providing short-term relief to tech stocks. That was a big win for Nvidia, which had been under pressure due to export restrictions on its H20 AI chips. Live Events These chips were designed to sidestep earlier sanctions, but new controls forced Nvidia to take a $5.5 billion charge. Analysts estimate the total revenue impact could hit $9 billion, with $700 million in Q1 and the rest affecting Q2 and Q3. While the pause in tariffs brought some market optimism, many analysts remain cautious. Higher import costs from global suppliers and growing competition from Huawei's Ascend chips are expected to weigh on margins. Nvidia has already raised GPU prices by 10% to 15%, including 5–10% increases in gaming processors and up to 15% for high-end AI chips, to offset higher costs. Nvidia stock forecast 2025: What are analysts predicting now? Wall Street remains mostly bullish on Nvidia's growth prospects, but opinions diverge on how high it can go. Bullish predictions for NVDA Loop Capital : Target raised to $250 , citing unmatched AI chip leadership and robust Blackwell Ultra demand. Barclays : New price target of $200 , expecting gross margins to expand beyond 70–75% as Blackwell volumes ramp. Oppenheimer & Melius Research : See Nvidia still undervalued in long-term AI infrastructure space, with targets in the $205–215 range. Cautious and bearish outlooks DA Davidson (Gil Luria) : Maintains a neutral rating with a $135 target, citing increasing regulatory risks and tough competition. Piper Sandler : Worst-case valuation at $77 , factoring in steep capex cuts and export controls to China. 24/7 Wall St. : Median 1-year price forecast is $174 , with potential downside to $147 in a soft AI cycle. Can Nvidia still lead the ai revolution in 2025? Nvidia continues to dominate the AI chip market, and its investment strategy reflects confidence in long-term growth. In fiscal 2025, the company invested $3.2 billion in capital expenditures—more than double the previous year. This spending supports the production of Blackwell AI accelerators and new hyperscale data center infrastructure. In Q1 alone, Nvidia posted $44.1 billion in revenue, a 69% year-over-year jump, even with the hit from the China restrictions. Data centers brought in $39.1 billion, reflecting strong demand. This growth puts Nvidia on track toward its $170 billion revenue goal for fiscal 2026, up 30% from the $130.5 billion achieved in 2025. Is China still a major risk for Nvidia's stock in 2025? Yes. China remains one of the biggest wild cards for Nvidia in 2025. Key issues impacting NVDA's China business: U.S. export bans have blocked sales of advanced chips like H100 and H200 to China, costing Nvidia an estimated $8–9 billion in annual revenue. Nvidia is now developing 'Blackwell Lite' chips specifically for the Chinese market to bypass trade restrictions. A U.S. congressional probe is investigating alleged chip smuggling into China through third-party distributors, adding legal uncertainty. Despite all this, Nvidia is aggressively trying to retain its China market share, especially in data centers and automotive AI segments. Is Nvidia diversifying beyond data centers? While data centers remain the core of Nvidia's business, the company is aggressively expanding into automotive AI. Revenue in this segment surged 103% YoY to $570 million, powered by deals with Toyota and Aurora Innovation to supply chips for autonomous vehicles. This expansion helps Nvidia hedge against trade-related risks. It also highlights the company's broader vision of embedding AI into every major industry—from gaming and healthcare to transportation and robotics. Further boosting its AI infrastructure footprint, Nvidia will supply 18,000 GB300 Blackwell chips to Saudi Arabia's Humain, as part of a 500-megawatt data center project announced during President Trump's recent visit to Riyadh. What are analysts saying about Nvidia stock price in 2025? Market watchers remain mostly bullish on Nvidia, though there's a clear split between optimistic and cautious views. Of the 66 analysts covering Nvidia, 58 recommend buying, including 12 Strong Buy ratings. The consensus 12-month price target is $173.92, implying a 13% upside from the current price. Some standout analyst calls: Bank of America raised its price target from $160 to $180 TD Cowen moved its target from $140 to $175 Raymond James maintains a Strong Buy Citigroup, Morgan Stanley, and Truist continue to recommend buying But not everyone is as bullish. 24/7 Wall St. offers a more conservative outlook, projecting a $147.70 price target by year-end 2025, citing tariff threats, Blackwell chip supply constraints, and growing competition from DeepSeek. That would imply a 3.6% downside from current levels. What about Nvidia's AI chip competition in 2025? While Nvidia still dominates the GPU and AI acceleration market, competition is heating up: Rival Threat Level Details AMD (MI300X) Moderate Cheaper, competitive chips gaining traction with select cloud providers Intel Gaudi3 Low–Moderate Focused on inference workloads, lags in performance vs Blackwell Huawei Ascend High (China) Accelerating R&D, gaining adoption in Chinese enterprises Google, Amazon, Microsoft (Custom AI chips) High Developing in-house AI chips to reduce reliance on Nvidia Still, Nvidia holds a dominant ~80% market share in AI data center GPUs, giving it a massive edge in software ecosystem, tooling, and developer support. Will Nvidia's Blackwell chips boost margins and revenue further? Absolutely. The Blackwell Ultra platform is set to be Nvidia's biggest growth engine in 2025 and beyond. Blackwell tailwinds: Early orders from Amazon, Microsoft, Meta, and Oracle already lined up. Estimated ASP (average selling price) per unit is 30–40% higher than Hopper. Nvidia's gross margin expected to surge to 75%+ as Blackwell scales production. Blackwell Lite variants will offer flexibility in restricted markets like China and India. CEO Jensen Huang has emphasized that Blackwell is 2–3× more energy efficient than its predecessor, with superior training and inference performance for LLMs and GenAI workloads. NVDA stock prediction: Is $250 possible in 2025? Here's how Nvidia's 2025 price targets break down based on different scenarios: Scenario Price Range Assumptions Bull Case $200–$250+ AI demand accelerates, China market partially recovers, Blackwell volumes explode Base Case $170–$190 Steady AI growth, modest China drag, strong margins Bear Case $135–$147 (worst: $77) U.S.–China tension worsens, hyperscaler capex slows, competition bites Consensus remains moderately bullish , with most analysts expecting ~12–15% upside from current levels in the next 6–9 months. Will Nvidia stock hold or rise further in 2025? With a $37.6 billion cash reserve, robust AI partnerships, and a key role in the Stargate Project, Nvidia has plenty of support to weather short-term storms. Its R&D spending rose 39% to $3.7 billion, which shows the company is focused on long-term leadership despite current volatility. However, risks remain. The second quarter revenue forecast is $45 billion, plus or minus 2%, and already reflects an $8 billion estimated loss from H20 restrictions. Still, many believe Nvidia is better positioned than its rivals to bounce back, especially with continued investments from Taiwan Semiconductor Manufacturing Co. (TSMC) in Arizona's $165 billion fab helping secure U.S. chip supply. Should you buy, hold, or sell Nvidia stock now? Nvidia is undeniably one of the strongest AI plays on the market, and its 2025 outlook remains robust. However, this is not a risk-free ride . Reasons to stay bullish: Dominant market share in AI chips Blackwell Ultra rollout boosting revenue and margins Strong demand from hyperscalers and enterprises Expanding ecosystem with CUDA, Omniverse, and software tools Risks to watch: China export restrictions, legal/regulatory pressure Competition from custom silicon (AWS, Google, Huawei) Valuation concerns at 45–50× forward earnings For long-term investors betting on the future of AI, Nvidia still looks like a strong core holding. But for short-term traders, current levels may warrant caution or profit-booking, especially ahead of upcoming earnings and geopolitical developments. FAQs: Q1. What is the Nvidia stock price prediction for 2025? Most analysts expect Nvidia (NASDAQ: NVDA) to hit $173.92 in 12 months, with some projecting up to $250. Q2. Why is Nvidia stock rising in 2025 despite trade issues? Nvidia is growing due to strong AI demand, new global deals, and rising data center and automotive revenues.
CNBC
2 days ago
- Business
- CNBC
China's Huawei open-sources AI models as it seeks adoption across the global AI market
Huawei has open-sourced its artificial intelligence models — a move tech experts say will help the U.S.-blacklisted firm continue to build its AI ecosystem and expand overseas. The Chinese tech giant announced on Monday the open-sourcing of two of its AI models under its Pangu series, as well as some of its model reasoning technology. The moves are in line with other Chinese AI players that continue to push an open-source development strategy. Baidu also open-sourced its large language model series Ernie on Monday. Tech experts told CNBC that Huawei's latest announcements not only highlight how it is solidifying itself as an open-source LLM player, but also how it is strengthening its position across the entire AI value chain as it works to overcome U.S.-led AI chip export restrictions. In recent years, the company has transformed from a competent private sector telecommunications firm into a "muscular technology juggernaut straddling the entire AI hardware and software stack," said Paul Triolo, partner and senior vice president for China at advisory firm DGA-Albright Stonebridge Group. In its announcement Monday, Huawei called the open-source moves another key measure for Huawei's "Ascend ecosystem strategy" that would help speed up the adoption of AI across "thousands of industries." The Ascend ecosystem refers to AI products built around the company's Ascend AI chip series, which are widely considered to be China's leading competitor to products from American chip giant Nvidia. Nvidia is restricted from selling its advanced products to China. Pangu being available in an open-source manner allows developers and businesses to test the models and customize them for their needs, said Lian Jye Su, chief analyst at Omdia. "The move is expected to incentivize the use of other Huawei products," he added. According to experts, the coupling of Huawei's Pangu models with the company's AI chips and related products gives the company a unique advantage, allowing it to optimize its AI solutions and applications. While competitors like Baidu have LLMs with broad capabilities, Huawei has focused on specialized AI models for sectors such as government, finance and manufacturing. "Huawei is not as strong as companies like DeepSeek and Baidu at the overall software level – but it doesn't need to be," said Marc Einstein, research director at Counterpoint Research. "Its objective is to ultimately use open source products to drive hardware sales, which is a completely different model from others. It also collaborates with DeepSeek, Baidu and others and will continue to do so," he added. Ray Wang, principal analyst at Constellation Research, said the chip-to-model strategy is similar to that of Google, a company that is also developing AI chips and AI models like its open-source Gemma models. Huawei's announcement on Monday could also help with its international ambitions. Huawei, along with players like Zhipu AI, has been slowly making inroads into new overseas markets. In its announcement Monday, Huawei invited developers, corporate partners and researchers around the world to download and use its new open-source products in order to gather feedback and improve them. "Huawei's open-source strategy will resonate well in developing countries where enterprises are more price-sensitive as is the case with [Huawei's] other products," Einstein said. As part of its global strategy, the company has also been looking to bring its latest AI data center solutions to new countries.
The Sun
25-06-2025
- Business
- The Sun
China calls Taiwan's tech blacklist ‘despicable'
BEIJING: Beijing hit out Wednesday at Taiwan's inclusion of two Chinese tech giants on an exports blacklist, calling it 'despicable' and vowing to defend its interests. China's Huawei and Semiconductor Manufacturing International Corp (SMIC) were among 601 entities from several countries added to a 'strategic high-tech commodities entity list' by the Taiwanese government this month. Taiwan is a global chip powerhouse but companies based there must now obtain permission from the government to ship high-tech products to Huawei, SMIC or any other entity on the list. Zhu Fenglian, spokeswoman for Beijing's Taiwan Affairs Office, said Taipei was attempting to curry favour with the United States by 'repeatedly resorting to sinister and evil tactics'. 'These despicable actions are disgraceful,' Zhu said when asked about the Taiwanese blacklist. 'We will take effective measures to resolutely maintain the normal order of cross-strait economic and trade exchanges and cooperation, and safeguard the interests and well-being of compatriots on both sides of the Taiwan Strait,' she said in comments published by state broadcaster CCTV. Taiwan's move comes as Chinese tech companies face increasing export restrictions imposed by the United States. Washington has expanded efforts to curb exports of state-of-the-art chips to China over concern that they could be used to advance Beijing's military systems and other tech capabilities. The United States recently unveiled guidelines warning firms that using Chinese-made high-tech AI semiconductors, specifically Huawei's Ascend chips, would put them at risk of violating US export controls.
New Straits Times
25-06-2025
- Business
- New Straits Times
China calls Taiwan's tech blacklist 'despicable'
BEIJING: Beijing on Wednesday slammed Taiwan's inclusion of two major Chinese technology firms on an export blacklist, calling the move "despicable" and vowing to defend its interests. China's Huawei and Semiconductor Manufacturing International Corp (SMIC) were among 601 entities from several countries added to a "strategic high-tech commodities entity list" by the Taiwanese government earlier this month. Taiwan, a global semiconductor powerhouse, now requires companies to obtain government approval before exporting high-tech products to Huawei, SMIC, or any other blacklisted entity. Zhu Fenglian, spokesperson for Beijing's Taiwan Affairs Office, accused Taipei of trying to curry favour with the United States through "repeatedly resorting to sinister and evil tactics". "These despicable actions are disgraceful," Zhu said when asked about the blacklist. "We will take effective measures to resolutely maintain the normal order of cross-strait economic and trade exchanges and cooperation, and safeguard the interests and well-being of compatriots on both sides of the Taiwan Strait," she said in comments aired by state broadcaster CCTV. Taiwan's decision comes amid tightening export restrictions on Chinese tech firms by the United States. Washington has intensified efforts to curb exports of advanced chips to China, citing national security concerns over potential use in military and other strategic technologies. The United States recently issued new guidelines warning that companies using Chinese-made high-tech AI chips, especially Huawei's Ascend line, may be in breach of US export controls.
Time of India
25-06-2025
- Business
- Time of India
China calls Taiwan's tech blacklist 'despicable'
Beijing hit out Wednesday at Taiwan's inclusion of two Chinese tech giants on an exports blacklist, calling it "despicable" and vowing to defend its interests. China's Huawei and Semiconductor Manufacturing International Corp (SMIC) were among 601 entities from several countries added to a "strategic high-tech commodities entity list" by the Taiwanese government this month. Taiwan is a global chip powerhouse but companies based there must now obtain permission from the government to ship high-tech products to Huawei, SMIC or any other entity on the list. by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like Villa For Sale in Dubai Might Surprise You Villas in Dubai | Search ads Learn More Undo Zhu Fenglian, spokeswoman for Beijing's Taiwan Affairs Office, said Taipei was attempting to curry favour with the United States by "repeatedly resorting to sinister and evil tactics". "These despicable actions are disgraceful," Zhu said when asked about the Taiwanese blacklist. Live Events "We will take effective measures to resolutely maintain the normal order of cross-strait economic and trade exchanges and cooperation, and safeguard the interests and well-being of compatriots on both sides of the Taiwan Strait," she said in comments published by state broadcaster CCTV. Taiwan's move comes as Chinese tech companies face increasing export restrictions imposed by the United States. Washington has expanded efforts to curb exports of state-of-the-art chips to China over concern that they could be used to advance Beijing's military systems and other tech capabilities. The United States recently unveiled guidelines warning firms that using Chinese-made high-tech AI semiconductors, specifically Huawei's Ascend chips, would put them at risk of violating US export controls.
