Although the AISTARS NVIDIA share has already experienced a strong rally in recent months, the Needham analysts believe that there is even more space upwards.
• Nvidia share with a strong run
• Needham attracts Nvidia course goal
• H20 export restrictions in focus
The chip designer Nvidia is considered the profiteer of the AI hype par excellence. This is also reflected in the development of the Nvidia share. In the past three months, this has recorded an increase of 68.90 percent to $ 167.03 in the last three months (closing price of July 22, 2025). With regard to the development since the beginning of the year, however, growth is somewhat lower, here it was only 24.38 percent.
Needham attracts Nvidia course goal
This did not stop the analysts from Needham from recently screwing their price for the Nvidia share upwards. It is now $ 200, after $ 160, which corresponds to a possible upward potential of 19.74 percent in terms of the latest final course. In addition, the experts confirmed their purchase recommendation for the proportion of the chip designer.
H20 AI chips in focus
The background to the optimism was Nvidia’s announcement that after months of export restrictions, the tech giant can now again sell its Ki-Chips H20 specially produced for China to the People’s Republic. Nvidia boss Jensen Huang had confirmed this to Chinese journalists. “I announce that the US government has granted us permits to apply for licenses for the delivery of H20,” said the group of corporations according to the German press agency. The loosening of the strict restrictions is due to negotiations in the trade dispute between the USA and China, although the exact agreement has not yet been known. While the People’s Republic has now regained access to AI technology, the United States had demanded that the Chinese export controls be reduced for rare earths.
Billion dollar business
For Nvidia, the sale of the H20 chips designed for the Chinese market is very important. Before Donald Trump’s export restrictions, China sales worth $ 4.5 billion were made here. The H20 chips are a version of the AI necklaces in which the performance is reduced. Trump predecessor Joe Biden had already passed a law that limits the sale of high-performance technology to the People’s Republic. As Nvidia always emphasized after the additional restrictions by Trump, it was impossible to reduce the chips.
According to Seeking Alpha, the strict export restrictions from Trump would have prevented as the Needham analysts around N. Quinn Bolton, according to Seeking Alpha, prevented products worth $ 2.5 billion in the first business quarter of 2026. At the same time, H20 orders worth $ 8 billion were stopped in the second business quarter of 2026. However, Nvidia itself has never revealed how many H20 sales should now be achieved in the upcoming quarters. However, the neede experts assume-conservatively estimated-of $ 3 billion in H20 sales per quarter, starting from the third business quarter 2026, which ends at the end of October.
In addition, it is conceivable, according to the analysts that Nvidia also develops models tailored to the Chinese market for its Blackwell GPUs. Deliveries are likely to begin here in August or September.
Analyst sees Nvidia value to $ 10 trillion
Needham is not the only analysis house that continues to certify the Nvidia share. I/O Fund Technology Analyst Beth Kindig recently announced that the AI specialist trusted the AI specialist to achieve a market capitalization of $ 10 trillion, the Motley Fool reported. Just recently, Nvidia was the first company to break the $ 4 trillion brand worldwide. The market value of the Tech Group is currently $ 4.18 trillion (Stand is the closing course of July 21, 2025). It remains to be seen whether Nvidia will continue to be retained. The balance for the second business quarter 2026 will certainly also play a role here, which is scheduled for August 27, 2025.
Editor finance.net
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