China Export Review, Blackwell “Cloud Loophole,” and 2026 Catalysts
NVIDIA Corporation (NASDAQ: NVDA) is heading into the final full stretch of 2025 with investors juggling two forces that regularly drive the stock: AI infrastructure demand and geopolitics around China. Over the weekend of December 20, 2025, NVDA became the center of a fresh round of headlines—from reports that China’s Tencent may be accessing restricted Blackwell chips via overseas cloud providers, to Wall Street analysts calling Nvidia “cheap” by its own historical standards, to renewed speculation around what 2026 catalysts could restart the next leg higher. [1]
Below is a complete, publication-ready roundup of the key news, forecasts, and analyses dated Dec. 20, 2025—plus the most important late-week developments investors…
