Are market worries excessive? Wall Street: NVIDIA's moat is robust, Blackwell has tight supply and demand, AI and accelerated computing drive sustainable growth.
UBS Group believes that NVIDIA has a strong moat in the AI field, and expects revenue to reach 133.2 billion US dollars in the fiscal year 2025. Citigroup believes that NVIDIA's growth is sustainable, stemming from four trends: the traditional computing market shifting to accelerated computing, AI becoming a new layer of computing, demand for AI factories, and AI empowering corporate productivity. JPMorgan forecasts that supply and demand in the Blackwell market may still be tight after 2025.
Technology giants like NVIDIA and AMD gathered at CES, with AI taking center stage, and chips and Siasun Robot&Automation becoming the focus.
Chips, Siasun Robot&Automation, Smart Hardware, and other themes have become focal points of attention at the exhibition, while AI has taken the "center stage", becoming the selling point emphasized by major Technology companies.
Equities Are 'Priced for Perfection' and Vulnerable to a Correction – Goldman
UBS Group survey: AI applications continue to expand, and NVIDIA and Microsoft maintain their leading positions.
NVIDIA, Microsoft, and OpenAI continue to lead in the field of AI.
10 Information Technology Stocks With Whale Alerts In Today's Session
Express News | Hyundai Motor Group collaborates with NVIDIA (NVDA.O) to accelerate the development of AI solutions for future mobility.
Express News | Hyundai Motor Group Partners With Nvidia to Accelerate Development of AI Solutions for Future Mobility
Hyundai Motor Group Partners With NVIDIA to Accelerate Development of AI Solutions for Future Mobility
US Treasury Yields Retreat as Equity Markets Close for Jimmy Carter Day of Mourning
D-Wave Quantum CEO Dr. Alan Baratz Addresses NVIDIA CEO Jensen Huang's Quantum Comments on CNBC's "The Exchange"
Express News | D-Wave Quantum CEO DR. Alan Baratz Addresses Nvidia CEO Jensen Huang’s Quantum Comments on Cnbc’s “the Exchange”
Hippocratic AI Completes $141MM Series B Financing Round Led by Kleiner Perkins, Valuing the Company at $1.64B
NVIDIA Leads in AI Innovation Driven by Ecosystem Strengths, Oppenheimer Says
Nvidia Advances Generative AI and Gaming GPUs, Oppenheimer Reports
Nvidia's Rollercoaster Week: AI Hype Meets Stock Plunge After Bold CES Announcements
Nvidia and Netherlands Reach AI Deal
Rigetti Computing Stock Plummets 45% Following Nvidia's Quantum Warning
Veteran Trader Focuses on Nvidia Price Target Following Toyota, Uber Deals
Options Traders Sour On Nvidia Stock
Wall Street Analysts Think Nvidia (NVDA) Could Surge 25.29%: Read This Before Placing a Bet