{"id":364771,"date":"2025-12-23T23:44:09","date_gmt":"2025-12-23T23:44:09","guid":{"rendered":"https:\/\/www.newsbeep.com\/ca\/364771\/"},"modified":"2025-12-23T23:44:09","modified_gmt":"2025-12-23T23:44:09","slug":"nvidia-amd-could-see-billions-in-revenue-from-soaring-china-ai-demand-in-2026-tradingview-news","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ca\/364771\/","title":{"rendered":"Nvidia, AMD Could See Billions in Revenue from Soaring China AI Demand in 2026 \u2014 TradingView News"},"content":{"rendered":"<p class=\"\">Shares of Nvidia <a href=\"https:\/\/www.tradingview.com\/symbols\/NASDAQ-NVDA\/\" class=\"container-ekXxv5Y5 symbolTag-cwMMKgmm tag-zVPYJd3B xsmall-zVPYJd3B interactive-zVPYJd3B apply-overflow-tooltip apply-overflow-tooltip--allow-text apply-overflow-tooltip--check-children\" rel=\"nofollow noopener\" target=\"_blank\"><img decoding=\"async\" class=\"logo-PsAlMQQF xxxsmall-PsAlMQQF wrapper-TJ9ObuLF skeleton-PsAlMQQF\" crossorigin=\"\" src=\"https:\/\/s3-symbol-logo.tradingview.com\/nvidia.svg\" alt=\"\"\/>NVDA<\/a> and AMD <a href=\"https:\/\/www.tradingview.com\/symbols\/NASDAQ-AMD\/\" class=\"container-ekXxv5Y5 symbolTag-cwMMKgmm tag-zVPYJd3B xsmall-zVPYJd3B interactive-zVPYJd3B apply-overflow-tooltip apply-overflow-tooltip--allow-text apply-overflow-tooltip--check-children\" rel=\"nofollow noopener\" target=\"_blank\"><img decoding=\"async\" class=\"logo-PsAlMQQF xxxsmall-PsAlMQQF wrapper-TJ9ObuLF skeleton-PsAlMQQF\" crossorigin=\"\" src=\"https:\/\/s3-symbol-logo.tradingview.com\/advanced-micro-devices.svg\" alt=\"\"\/>AMD<\/a> inched up about 0.5% on Tuesday as analysts highlighted potential revenue growth from China.<\/p>\n<p class=\"\">Raymond James said both companies could see moderate upside if recent U.S. export approvals lead to significant orders.<\/p>\n<p class=\"\">Analyst Simon Leopold wrote in a note to clients that AMD might generate $500 million to $800 million in additional revenue in 2026, translating to $0.10 to $0.20 in non-GAAP EPS.<\/p>\n<p class=\"\"> Nvidia could see $7 billion to $12.5 billion in extra revenue, or $0.15 to $0.30 in non-GAAP EPS.<\/p>\n<p class=\"\">Earlier this month, President Trump approved the sale of Nvidia&#8217;s H200 GPUs to China. Reports also suggest Alibaba (BABA) could buy 40,000 to 50,000 of AMD&#8217;s MI308 AI accelerators. Leopold estimated the potential Alibaba deal could generate around $675 million for AMD over several quarters.<\/p>\n<p class=\"\">Analysts cautioned that uncertainties remain, including regulatory approvals and geopolitical risks, which could affect the final outcome.<\/p>\n","protected":false},"excerpt":{"rendered":"Shares of Nvidia NVDA and AMD AMD inched up about 0.5% on Tuesday as analysts highlighted potential revenue&hellip;\n","protected":false},"author":2,"featured_media":281707,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[62,276,277,49,48,61],"class_list":{"0":"post-364771","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-artificialintelligence","11":"tag-ca","12":"tag-canada","13":"tag-technology"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/364771","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/comments?post=364771"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/364771\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media\/281707"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media?parent=364771"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/categories?post=364771"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/tags?post=364771"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}