Nvidia will announce its earnings next week! The Blackwell cycle may continue to drive performance higher, with Wall Street collectively raising the target price.
Analysts generally believe that the current development of AI applications is still in the early stages, and the Blackwell cycle will continue to drive nvidia's performance higher. Credit Suisse expects that the new Blackwell product line will boost company revenue in the January quarter, with sales expected to be between $5 billion and $6 billion.
Huang Renxun's major announcement! Cooperating with Soft silver to build AI infrastructure in japan
On November 13, Nvidia CEO Huang Renxun announced at the Nvidia Japan Summit that they will partner with SoftBank to build AI infrastructure in Japan, including Japan's largest AI factory.
Nvidia Tops List of Favored S&P 500 Stocks on Expected Sales Growth Through 2026
Nvidia's stock price can rise another 26%, analysts say: "iPhone moment" is about to strike!
① The well-known Wall Street investment institution Melius Research states that investors should continue to hold nvidia, as the company's next-generation Blackwell GPU will become a watershed; ② Melius has raised nvidia's target stock price to $185, which represents an increase of about 26% from the current level.
Jensen Huang Reveals 'Nvidia Doesn't Have A Long-Term Strategy' Or Plan. The Reason Behind It Is The Same For Why He Doesn't Wear A Watch
Will the frenzy of datacenters continue amid the slowdown of AI large model upgrades, Musk's "disruptive effect," and OpenAI's anxieties?
Due to the tight supply of high-quality data and the expensive construction costs of datacenters, the upgrade speed of AI large models is slowing down, which may, in turn, hinder the overall progress of the industry and datacenter development; at the same time, Musk's aggressive investment in datacenter construction may increase the expansion difficulties for other AI companies.