06:52 AM EDT, 08/28/2025 (MT Newswires) -- Nvidia ( NVDA ) CEO Jensen Huang suggesting H20 chip sales could potentially add up to $5 billion if the regulatory environment subsides and China's potential as a $50 billion total addressable market growing at 50% annually point to the "massive eye-popping opportunity" with a new pay-for-play model reopening the Chinese market for Nvidia ( NVDA ), Wedbush said in a note Wednesday.

Amid growing global investments in artificial intelligence infrastructure, Nvidia ( NVDA ) remains the dominant player as sovereigns and enterprises continue to line up for its advanced chips, the report said. Demand for Blackwell products also remains strong.

"Overall, when factoring in the China story and a green light now from the White House despite some speed bumps, this quarter and outlook from Nvidia ( NVDA ) is a further validation data point for the AI Revolution," Wedbush analysts wrote.

Wedbush said the AI revolution is entering its next phase of growth despite current challenges in China, with Nvidia's ( NVDA ) chips at the center.

Wedbush analysts view any decline in NVDA stock as a "clear buying opportunity" as the company is "well on its way to hitting a $5 trillion market cap by early 2026."