Wells Fargo estimates Nvidia is selling approximately 200,000 H200 GPUs to China, implying $6–8 billion in revenue at $35–40K per unit, a modest upside versus current forecasts tied to eased China chip limits. A LangChain benchmark shows Nvidia’s Nemotron 3 Ultra completed more tasks with higher throughput and roughly 10x lower inference cost per run versus several closed models, with business-task parity reported. Wedbush says Nvidia’s high-core Vera CPU could extend beyond x86 and may outperform Intel/AMD x86 chips, highlighting Vera’s high core count and broader architecture potential. Nvidia (NVDA) posted recent quarterly results that drove post-earnings trading and helped shift market sentiment for AI and chip stocks during the recent memory-chip rally. Nvidia (NVDA) shares climbed approximately 5% to about $202, with technicals flagging a double-bottom with an upside target near $260 by year-end and a bullish stance intact above $194.