AMD spends $1.6 billion to keep 1,200 engineers in Nvidia fight

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Go back to AMD spends $1.6 billion to keep 1,200 engineers in Nvidia fight

Susquehanna on NVIDIA (NVDA): 'we still view NVIDIA as having one of the largest opportunity sets ahead'

May 22, 2025 8:48 AM EDT

Susquehanna analyst Christopher Rolland reiterated a Positive rating and $180.00 price target on NVIDIA (NASDAQ: NVDA).

The analyst comments "NVIDIA reports earnings on Wednesday, May 28. We expect generally in-line revenue for January, as our checks around the supply chain remain solid, but China H20 restrictions impacted the last three weeks of sales in the quarter (~$1 billion). Looking forward, we have removed ~$4.5 billion per quarter to account for the lost Chinese revenue. In summary, we are now estimating NVIDIAs FY26 Data Center revenue to be ~$168 billion and overall total company revenue to be ~$186... More