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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 Stock Has 25% Upside as It Approaches an iPhone Moment With Its Blackwell Chip, Analyst Says
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.
AMD Plans To Cut 4% Of Workforce Amid Strategic Shift Toward AI Chip Development To Rival Jensen Huang-Led Nvidia's Dominance: Report
If you can't beat them, join them! Nvidia is intensifying the industry trend of "winner takes all".
In the AI world led by nvidia, the signal to global chip manufacturers is quite clear: if you can't beat it, then join its supply chain.