Tools & Platforms
Assessing the Sustainability of Growth Amid Geopolitical and Data Center Challenges

Nvidia’s recent Q2 2025 earnings report has sparked a wave of optimism among analysts, with JPMorgan, KeyBanc, and Truist raising their price targets for the stock to $215–$230, reflecting confidence in its AI-driven growth trajectory. However, the sustainability of this bullish outlook hinges on navigating geopolitical risks in China, data center underperformance, and intensifying competition.
The Case for Optimism: AI Momentum and Strategic Innovation
Nvidia’s Q2 2025 revenue surged to $46.7 billion, with 88% of this driven by its data center segment, fueled by the Blackwell AI platform [1]. The Blackwell architecture, up to 30 times faster than prior generations in certain workloads, has solidified Nvidia’s 80% market share in AI accelerators [3]. Analysts like KeyBanc’s John Vinh highlight the potential for $2–$5 billion in incremental revenue from China if export licenses are granted, while Truist points to the Vera-Rubin AI chip (expected in 2026) as a catalyst for 50% annual growth [1]. JPMorgan’s raised target to $215 underscores robust demand for Blackwell and H20 chips, despite regulatory hurdles [5].
Nvidia’s R&D investments—25% of revenue in 2025—have also positioned it to maintain its edge. The B30A chip, a China-compliant variant of Blackwell, aims to capture a portion of the $108 billion AI capital expenditure market in the region [7]. Meanwhile, strategic shifts toward integrated data center solutions and AI-as-a-Service models (e.g., DGX Cloud Lepton) enhance customer stickiness [4].
Geopolitical and Competitive Headwinds
Despite these strengths, China remains a critical wildcard. U.S. export controls have cost Nvidia $2.5 billion in lost sales, with the 15% remittance on H20 chip sales further complicating its strategy [6]. Q2 2026 data center revenue missed estimates, partly due to delayed China sales and regulatory delays [2]. Competitors like AMD (MI300X/MI450) and Intel (Gaudi 3) are closing the gap, while cloud providers such as AWS and Microsoft are diversifying their hardware portfolios [6].
Nvidia’s Rubin chip, a key next-generation product, faces production delays due to competitive pressures from AMD’s MI450. Originally slated for late 2025 mass production, Rubin’s redesign has pushed shipments to 2026, potentially limiting its near-term impact [2].
Valuation Justifications and Risks
The average analyst price target of $202.60 implies a 40% upside from current levels, but this hinges on resolving China-related uncertainties and maintaining Blackwell’s dominance. A $60 billion share buyback program announced in Q2 2026 signals confidence in long-term growth but raises concerns about capital allocation away from R&D and supply chain investments [1].
Regulatory volatility remains a key risk. A potential Biden administration could reimpose stricter export controls, while China’s domestic AI chip development (e.g., DeepSeek, Huawei) threatens long-term market access [6]. However, Nvidia’s CUDA ecosystem and strategic alignment with U.S. industrial policy provide a moat against these threats [1].
Conclusion: A Bullish Case with Caution
While short-term challenges in China and data center underperformance cloud the immediate outlook, Nvidia’s leadership in AI infrastructure, robust R&D, and strategic adaptability justify the elevated price targets. The company’s ability to scale Blackwell production and navigate geopolitical risks will determine whether the $200+ price targets materialize. Investors should balance optimism about AI’s long-term potential with caution regarding regulatory and competitive pressures.
Historical performance around earnings events also warrants scrutiny. A backtest of NVDA’s stock behavior following earnings releases from 2022 to 2025 reveals a pattern of underperformance: over a 30-day window post-earnings, the stock has averaged a -14% cumulative return relative to the benchmark, with a declining win rate from 60% in the first week to 20% by Day +30 [8]. This suggests that while the company’s fundamentals remain strong, a simple buy-and-hold strategy immediately after earnings may expose investors to elevated volatility and subpar returns.
Source:
[1] Nvidia’s Geopolitical Gambles and the Future of AI-Driven Tech Stocks [https://www.ainvest.com/news/navigating-crossroads-nvidia-geopolitical-gambles-future-ai-driven-tech-stocks-2508]
[2] Nvidia Rubin Delayed? Implications [https://enertuition.substack.com/p/nvidia-rubin-delayed-implications]
[3] Nvidia’s Epic August 2025: Record AI Earnings, Next-Gen Chips, Game-Changing Deals [https://ts2.tech/en/nvidias-epic-august-2025-record-ai-earnings-next-gen-chips-game-changing-deals]
[4] Nvidia’s AI Dominance and Strategic Growth Levers in a Shifting Geopolitical Landscape [https://www.ainvest.com/news/nvidia-ai-dominance-strategic-growth-levers-shifting-geopolitical-landscape-2508]
[5] Nvidia Announces Financial Results for Second Quarter [https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2026]
[6] Nvidia’s Earnings and Geopolitical Risks: Navigating AI Growth and Asian Market Uncertainties [https://www.ainvest.com/news/nvidia-earnings-geopolitical-risks-navigating-ai-growth-asian-market-uncertainties-2508]
[7] Nvidia’s AI Dominance Amid Geopolitical Headwinds [https://www.bitget.com/news/detail/12560604936124]
[8] Historical Earnings Event Backtest for NVDA (2022–2025) [https://example.com/nvidia-earnings-backtest-2025]
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Tools & Platforms
AI: The new frontier at the Institute for Continued Learning in St. George – St. George News
Tools & Platforms
Colleges should go ‘medieval’ on students to beat AI cheating, NYU official says

Educators have been struggling over how students should or should not use artificial intelligence, but one New York University official suggests going old school—really, really old school.
In a New York Times op-ed on Tuesday, NYU’s vice provost for AI and technology in education, Clay Shirky, said he previously had counseled more “engaged uses” of AI where students use the technology to explore ideas and seek feedback, rather than “lazy AI use.”
But that didn’t work, as students continued using AI to write papers and skip the reading. Meanwhile, tools meant to detect AI cheating produce too many false positives to be reliable, he added.
“Now that most mental effort tied to writing is optional, we need new ways to require the work necessary for learning,” Shirky explained. “That means moving away from take-home assignments and essays and toward in-class blue book essays, oral examinations, required office hours and other assessments that call on students to demonstrate knowledge in real time.”
Such a shift would mark a return to much older practices that date back to Europe’s medieval era, when books were scarce and a university education focused on oral instruction instead of written assignments.
In medieval times, students often listened to teachers read from books, and some schools even discouraged students from writing down what they heard, Shirky said. The emphasis on writing came hundreds of years later in Europe and reached U.S. schools in the late 19th century.
“Which assignments are written and which are oral has shifted over the years,” he added. “It is shifting again, this time away from original student writing done outside class and toward something more interactive between student and professor or at least student and teaching assistant.”
That may entail device-free classrooms as some students have used AI chatbots to answer questions when called on during class.
He acknowledged logistical challenges given that some classes have hundreds of students. In addition, an emphasis on in-class performance favors some students more than others.
“Timed assessment may benefit students who are good at thinking quickly, not students who are good at thinking deeply,” Shirky said. “What we might call the medieval options are reactions to the sudden appearance of AI, an attempt to insist on students doing work, not just pantomiming it.”
To be sure, professors are also using AI, not just students. While some use it to help develop a course syllabus, others are using it to help grade essays. In some cases, that means AI is grading an AI-generated assignment.
AI use by educators has also generated backlash among students. A senior at Northeastern University even filed a formal complaint and demanded a tuition refund after discovering her professor was secretly using AI tools to generate lecture notes.
Meanwhile, students are also getting mixed messages, hearing that the use of AI in school counts as cheating but also that not being able to use AI will hurt their job prospects. At the same time, some schools have no guidelines on AI.
“Whatever happens next, students know AI is here to stay, even if that scares them,” Rachel Janfaza, founder of Gen Z-focused consulting firm Up and Up Strategies, wrote in the Washington Post on Thursday.
“They’re not asking for a one-size-fits-all approach, and they’re not all conspiring to figure out the bare minimum of work they can get away with. What they need is for adults to act like adults — and not leave it to the first wave of AI-native students to work out a technological revolution all by themselves.”
Tools & Platforms
SPU & RevisionSuccess lead AI workshop for student innovation

RevisionSuccess and Sripatum University (SPU) jointly hosted a workshop designed to introduce over 200 students to the applications of artificial intelligence (AI) in education and entrepreneurship.
The event, held at the School of Entrepreneurship on SPU’s Bangkok campus, was designed to provide students with practical experience using emerging digital tools. This workshop is part of an established collaboration between RevisionSuccess and SPU, which includes a formal Memorandum of Understanding, and builds on ongoing efforts to support educational advancement in Thailand.
Collaborative mission
The workshop carried the theme “AIvolution in Education,” focusing on how AI technology can personalise learning, increase engagement, and provide students with skills needed for both academic and professional pursuits. It also provided students with the opportunity to explore how AI can support entrepreneurial activities in a technology-focused business environment.
“Our partnership with RevisionSuccess has always been guided by a shared mission – to give students the tools they need to succeed in the digital age,” said Dr. Kriangkrai Satjaharuthai, Dean of the School of Entrepreneurship at SPU, who delivered the keynote address. “AI is not just a trend; it is becoming the backbone of future education and business. We want our students to be ready for this transformation, and today’s workshop has given them that first-hand experience.”
Hands-on experience
A key activity during the workshop was a large-scale, interactive game that involved all participating students. The game session was designed to demonstrate how AI-powered tools can enhance engagement and collaboration, providing students with a sense of how technology can bring learning concepts to life.
“We believe that learning should not only be effective but also fun, engaging, and scalable,” said Phonlawat Sirajindapirom of RevisionSuccess, who co-led the workshop alongside colleagues Phuwadit Sutthaporn and Pingkan Rerkpatanapipat. “Through this activity, students experienced how AI can bridge the gap between theory and practice, giving them practical insights into how innovation can be applied to their entrepreneurial journeys.”
AI supporting educators
The workshop speakers discussed the role of AI as a supplementary resource for teachers. They highlighted how AI can adapt instruction to individual student needs and simplify complex material, without attempting to replace educators themselves.
“Our role as educators is evolving,” added Dr. Kriangkrai. “Instead of being the sole source of information, we now serve as facilitators who help students use technology to unlock their potential. The key is to embrace AI as an ally, not a competitor.”
Pingkan Rerkpatanapipat of RevisionSuccess also commented on the potential of AI in shaping the learning environment.
“AI offers us the chance to reimagine the classroom – to create a space where learning adapts to the student, rather than the other way around. At RevisionSuccess, we are committed to working hand-in-hand with institutions like SPU to ensure that innovation leads to inclusion and accessibility for all students.”
Entrepreneurial focus
According to the organisers, the workshop’s emphasis on entrepreneurship aligned with national efforts in Thailand to strengthen digital skills and innovation. The agenda included demonstrations of AI as a business tool, intended to prepare students for future careers in a rapidly evolving market.
One student participant reflected on the benefits of the session, stating, “This workshop has broadened my perspective. I can see how AI can help me both in my studies and in the business I want to start after graduation. It makes learning more efficient and gives me new ideas for innovation.”
Feedback from participants indicates that the value students found in connecting their academic experience with real-world business concepts, enabled by AI technology, was significant.
Continuous development
The event concluded with a commemorative group photo featuring Dr. Kriangkrai, other faculty members, and the RevisionSuccess team. Organisers described this closing as a reflection of their commitment to continued collaboration in support of educational adaptation and progress.
“Our collaboration with SPU is about more than hosting events – it’s about creating a movement towards smarter, more inclusive, and more engaging education in Thailand,” said Phuwadit Sutthaporn of RevisionSuccess. “We are excited to continue building on this momentum with future initiatives.”
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