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Mizuho: 'Any upside to revs from China “could” be some form of a POSITVE CATALYST FOR NVDA stock'

July 10, 2025 8:57 AM EDT

Mizuho: 'Any upside to revs from China could be some form of a POSITVE CATALYST FOR NVDA stock'

The analyst comments "Press reports are out that Jensen Huang plans to meet with high level Chinese govt officials next week at the International Supply China expo in Beijing. And NVDA is currently taping out a new scaled down AI GPU chip that would meet more restrictive US export controls. Sounds like this would be a variant of NVDAs current Blackwell RTX pro 6000 and would exclude high bandwidth memory and NVLink. Timing could be as early as this Sept. When Mizuho hosted Semi... More