Nvidia received two price-target increases on Monday as Wall Street grows more optimistic ahead of next week’s earnings report. Morgan Stanley kept its Overweight rating and lifted its 12-month estimate to $206 from $200, citing persistent data-center demand and the early ramp of the company’s Blackwell architecture. Cantor Fitzgerald went further, boosting its target to $240 and forecasting roughly $48 billion in quarterly revenue and $1.06 of earnings per share—both above consensus. The analyst enthusiasm coincides with new details about Nvidia’s next concession to U.S. export rules. Reuters reported the chipmaker is designing a China-specific accelerator, internally dubbed the B30A, that will be based on the latest Blackwell design but deliver about half the raw processing power of the flagship B300 card. The scaled-down chip is still expected to outperform the H20 model the company was recently allowed to resume selling on the mainland. Sources told Reuters that Nvidia hopes to ship B30A samples to Chinese customers as early as September. The single-die processor will include high-bandwidth memory and NVLink interconnects, features intended to keep Chinese cloud providers on Nvidia’s software stack while staying within U.S. performance ceilings. Nvidia said only that it continually reviews its product roadmap and will sell chips ‘to the extent governments allow.’ China generated 13% of Nvidia’s sales last fiscal year, making continued market access a strategic priority even after Washington imposed a 15% levy on revenue from advanced AI chips shipped to the country. Investors appear encouraged that the company can navigate the restrictions: Nvidia shares rose in pre-market trading after the analyst revisions and the Reuters report.