美股IPO·2025-12-24 04:13Core Viewpoint - The report highlights potential revenue increases for AMD and NVIDIA, with AMD possibly gaining an additional $500 million to $800 million and NVIDIA potentially earning $7 billion to $12.5 billion, impacting their non-GAAP earnings per share positively [2]. Group 1: NVIDIA Developments - NVIDIA plans to deliver its H200 series GPUs to the Chinese market starting mid-February next year, pending government approval, with initial shipments expected to be between 5,000 to 10,000 modules, corresponding to approximately 40,000 to 80,000 H200 chips [3]. - Following government approval, NVIDIA will expand its production capacity, with new capacity orders expected to begin in Q2 2026 [4]. - Analysts from major Wall Street firms remain optimistic about NVIDIA's growth, with Bank of America predicting continued strong performance next year due to a steady stream of new products [5]. Group 2: AMD Developments - Alibaba is reportedly considering an order for 40,000 to 50,000 AMD MI308 AI accelerators, which could generate $675 million in sales, although this revenue will be realized over multiple quarters [4]. - AMD is rated as "outperform" by analysts, indicating a positive outlook despite current market challenges for AI-related stocks [5].