Nvidia

Keybanc analyst John Vinh maintains NVIDIA (NASDAQ:NVDA) with a Overweight and maintains $1100 price target.

Nvidia’s (NVDA) new artificial intelligence graphics processor, Blackwell, leaves the company in a “very strong position,” Morgan Stanley said in a note to clients Tuesday. “It will take time to evaluate the performance claims for Blackwell, but if they hold up even directionally, our sense is that the company’s ability to raise the bar this much leaves them in a very strong position,” Morgan Stanley said. Amazon.com’s (AMZN) Amazon Web Services, Dell Technologies (DELL), Alphabet’s (GOOG, GOOGL) Google, Meta Platforms (META), Microsoft (MSFT) and Tesla (TSLA) are among the companies expected to adopt Blackwell, Nvidia said late Monday. “Just because there were no big surprises does not change the fact that competing with this roadmap, as a direct merchant competitor or a custom silicon provider, is going to be very difficult, particularly given Nvidia’s shift to an annual cadence,” Morgan Stanley said. The investment firm kept Nvidia’s overweight rating with

CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows: We took away three important messages from Jensen Huang’s GTC keynote. First, hardware revenue has more upside, as NVDA’s Blackwell GPU (B200) will command higher prices to Hopper and generate much greater performance when tied to its CPUs/networking chips (up to 30x inference boost and 25x reduction to energy consumption). Second, NVDA is increasing the stickiness of its ecosystem through new software advancements, with NIMs allowing developers the ability to more easily create/launch AI Assistants across the enterprise space. Finally, NVDA will power the forthcoming Industrial AI revolution as everything moves to robotics, creating the need for AI factories/giant virtual warehouses that will leverage the omniverse/digital twins. NVDA also unveils Project GR00T (foundation model for humanoid robots) and Jetson Thor (new computer to run simulation workflows). All

Nvidia’s (NVDA) GTC this week will showcase the next stage of the artificial intelligence revolution with various products, use cases and partnerships, Wedbush Securities said in a note. “We estimate a $1 trillion+ of AI spending will take place over the next decade as the enterprise and consumer use cases proliferate globally in this 4th Industrial Revolution,” analysts led by Daniel Ives wrote. Wedbush believes AI could take up 8% to 10% of information technology budgets in 2024, up from less than 1% in 2023.

Nvidia (NVDA) on Monday introduced its latest graphics processing unit, artificial intelligence supercomputer DGX SuperPOD and a new wave of networking switches. The company said its Blackwell GPU will enable organizations to run generative AI at up to 25 times less cost and energy consumption compared with its predecessor. The DGX SuperPOD, powered by NVIDIA GB200 Grace Blackwell Superchips, will be used for superscale generative AI training and inference workloads, the company said. The new networking switches, the NVIDIA Quantum-X800 InfiniBand and NVIDIA Spectrum X800 Ethernet, are optimized for trillion-parameter GPU computing and AI infrastructure, the company said. Shares of Nvidia fell 1% in recent after-hours trading.

Nvidia: Among the First to Access the New NVIDIA Generative AI Microservices Available in NVIDIA AI Enterprise 5.0 Are Adobe, Cadence, CrowdStrike, Getty Images, SAP, ServiceNow, and Shutterstock

HSBC analyst Frank Lee maintains NVIDIA (NASDAQ:NVDA) with a Buy and raises the price target from $880 to $1050.

By Tae Kim Nvidia’s progress in the enterprise AI space is just beginning and the opportunity there will drive growth, says Baird. On Friday, analyst Tristan Gerra reiterated his Outperform rating and $1,050 price target on Nvidia, citing optimism over the company’s full range of AI products for corporations. He expects Nvidia to discuss its AI offerings for enterprises next week at the company’s GTC developers’ conference. “Enterprise solutions will likely represent a strong theme at GTC,” he wrote. “AI adoption at enterprise is at a very early cycle, boding well for the sustainability of the AI ramp, with no competition so far.” In Friday’s trading, Nvidia stock was down 0.9% to $871.26. Nvidia is also beginning to release chips at a faster pace. In October, management indicated that the company has moved from a two-year product cycle to a one-year cadence for its AI data-center portfolio. An updated investor

NVIDIA (NVDA)’s GPU tech conference next week is expected to emphasize the rising impact of generative artificial intelligence and omniverse digital twins on various end-markets, BofA Securities said Tuesday in a report. BofA lifted its price objective on Nvidia to $1,100 from $925 and maintained its buy rating on the stock before the conference on March 18-21 in San Jose, California. BofA expects the conference to showcase the “opportunity to re-architect” $1 trillion to $2 trillion of global computing infrastructure with accelerators, leading to an annual market of $250 billion to $500 billion over the next three to five years, compared with the prior $250 billion forecast. The conference is also expected to discuss a monetization update across recurring software and services and increasing enterprise use cases and demand from various countries and regions, the report said. “AI is critical in countries developing tools to assist in applications such as

B of A Securities analyst Vivek Arya maintains NVIDIA with a Buy and raises the price target from $925 to $1100.

Angela Palumbo Investors have been busy buying up chip stocks with exposure to generative artificial intelligence, but one Mizuho analyst sees near-term risk to this big boom in semiconductor-stock prices. Mizuho analyst Jordan Klein wrote in a research note Thursday that he is “starting to actually get worried,” about the persistent gains of chip stocks, specifically citing Nvidia, Broadcom, and Marvel Technology. “Stocks do not only go up, and this current investor mentality which feels nearing a frenzy to get more and more Semi exposure with sell-side targets going higher and higher starts to remind me of 1999 into early 2000 across Tech,” Klein wrote. Nvidia stock has surged 290% in the last 12 months, and consistently continues to hit new highs. The gain may be warranted, though. The company reported fiscal 2024 revenue of $60.9 billion in February, a 126% increase from the prior year. Chief Financial Officer Colette