$NVIDIA(NVDA)$ Key Points The

Key Points

The battle for supremacy begins with Nvidia (NVDA) and OpenAI signalling the war of AI.

OpenAI issued a "code red," diverting resources to improve ChatGPT amid rising competition.

Google’s Gemini 3 surpassed ChatGPT, prompting public praise and a surge in Google’s stock.

OpenAI delays new features, investing heavily despite ongoing losses and ambitious revenue goals.

ChatGPT has been at the forefront of the AI revolution for the last few years, with hundreds of millions of weekly users asking questions and generating content through its large language models.

Invention breeds imitation, and the competition from other companies has come quickly. LLMs like Google’s Gemini, Claude and Perplexity have made great strides in recent years, solving more complex problems and developing solutions for a multitude of use cases.

H200 China Sales Near Confirmation: Can Nvidia's Rally Last?

Plans to sell the H200 to the Chinese market are now largely confirmed. NVIDIA has informed Chinese clients that it plans to begin delivering H200 chips around mid-February 2026. Total shipments are expected to reach 5,000–10,000 module sets, equivalent to roughly 40,000–80,000 H200 chips. NVIDIA shares rose 3% yesterday. With H200 sales acting as a catalyst, can this rebound be sustained? At current levels, is NVIDIA undervalued or already overvalued?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":506688134267352,"tweetId":"506688134267352","gmtCreate":1764724952794,"gmtModify":1764725639323,"author":{"id":4088639346266630,"idStr":"4088639346266630","authorId":4088639346266630,"authorIdStr":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.29","exceedPercentage":"93.55%","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":2655,"starInvestorFlag":false},"themes":[{"themeId":"3c6d802bf334403784917d846657254c","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"H200 China Sales Near Confirmation: Can Nvidia's Rally Last?","type":3,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/discussion&rndata={\"themeId\":3c6d802bf334403784917d846657254c}&rnconfig={\"headerBarHidden\": true}","description":"Plans to sell the H200 to the Chinese market are now largely confirmed. NVIDIA has informed Chinese clients that it plans to begin delivering H200 chips around mid-February 2026. Total shipments are expected to reach 5,000–10,000 module sets, equivalent to roughly 40,000–80,000 H200 chips.\nNVIDIA shares rose 3% yesterday. With H200 sales acting as a catalyst, can this rebound be sustained? At current levels, is NVIDIA undervalued or already overvalued?","image":"https://community-static.tradeup.com/news/8bc4b1ed3d0eda83e5cb50521786bdc2"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;\n \nKey Points\nThe battle for supremacy begins with Nvidia (NVDA) and OpenAI signalling the war of AI.\nOpenAI issued a \"code red,\" diverting resources to improve ChatGPT amid rising competition.\nGoogle’s Gemini 3 surpassed ChatGPT, prompting public praise and a surge in Google’s stock.\nOpenAI delays new features, investing heavily despite ongoing losses and ambitious revenue goals.\nChatGPT has been at the forefront of the AI revolution for the last few years, with hundreds of millions of weekly users asking questions and generating content through its large language models.\nInvention breeds imitation, and the competition from other companies has come quickly. LLMs like Google’s Gemini, Claude and Perplexity have made great strides in recent years, solving more complex problems and developing solutions for a multitude of use cases.\n\n </body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;\n \nKey Points\nThe battle for supremacy begins with Nvidia (NVDA) and OpenAI signalling the war of AI.\nOpenAI issued a \"code red,\" diverting resources to improve ChatGPT amid rising competition.\nGoogle’s Gemini 3 surpassed ChatGPT, prompting public praise and a surge in Google’s stock.\nOpenAI delays new features, investing heavily despite ongoing losses and ambitious revenue goals.\nChatGPT has been at the forefront of the AI revolution for the last few years, with hundreds of millions of weekly users asking questions and generating content through its large language models.\nInvention breeds imitation, and the competition from other companies has come quickly. LLMs like Google’s Gemini, Claude and Perplexity have made great strides in recent years, solving more complex problems and developing solutions for a multitude of use cases.\n\n </body></html>","text":"$NVIDIA(NVDA)$ Key Points The battle for supremacy begins with Nvidia (NVDA) and OpenAI signalling the war of AI. OpenAI issued a \"code red,\" diverting resources to improve ChatGPT amid rising competition. Google’s Gemini 3 surpassed ChatGPT, prompting public praise and a surge in Google’s stock. OpenAI delays new features, investing heavily despite ongoing losses and ambitious revenue goals. ChatGPT has been at the forefront of the AI revolution for the last few years, with hundreds of millions of weekly users asking questions and generating content through its large language models. Invention breeds imitation, and the competition from other companies has come quickly. LLMs like Google’s Gemini, Claude and Perplexity have made great strides in recent years, solving more complex problems and developing solutions for a multitude of use cases.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/506688134267352","repostId":0,"isVote":1,"tweetType":1,"viewCount":344,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":725,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/506688134267352"}