In a groundbreaking shift for the AI and semiconductor markets, Nvidia (NVDA) and AMD (AMD) have struck an unprecedented agreement to pay 15% of their China chip revenues to the U.S. government — unlocking access to one of the largest AI markets on the planet. This bold move could inject billions in fresh revenue, reignite global AI competition, and potentially send these stocks into their next explosive rally.
With AI infrastructure spending soaring and U.S.-China tensions cooling, both NVDA and AMD are positioned for massive upside potential in the coming months. We’ve mapped out precise short, mid, and long-term price targets — plus the key catalysts that could send these stocks to new all-time highs.
📈 The next AI breakout wave could be just days away.
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