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.
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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.
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Jensen Huang commented that the AI PC sales are below expectations, and a Lenovo VP responded that the key time for the AI PC replacement trend is this year.
The person in charge of Lenovo's AI PC stated that the wave of upgrading to AI PCs is approaching, with a key timeline of 2025. The penetration rate of AI PCs is expected to reach 40%-50% within the next two to three years, potentially even as high as 80%. In the next three to four years, every PC will become an AI PC.
Oppenheimer Maintains NVIDIA(NVDA.US) With Buy Rating, Maintains Target Price $175
Evercore Maintains NVIDIA(NVDA.US) With Buy Rating, Maintains Target Price $190
Express News | CES Dialogue | Huang Renxun commented that "AI PC sales are not as expected", Lenovo IDG president responded from a distance.
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A Quick Look at Today's Ratings for NVIDIA(NVDA.US), With a Forecast Between $175 to $220