The best analyzer updates the price price of NVIDIA for a surprising reason, originally appeared on Thestreet.
Nvidia (S)Nvda)) Shrinks wider market vibrations and became one of the biggest winners on the stock exchange.
Its ubiquitous graphic processors are the gold standard for power supply of AI breaks, which makes it binding on the investors of chip shares.
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In addition, although it hit record maximums this year, NVIDIA still has a lot of gas in the tank.
As we look forward, he is preparing to unleash his next -generation GPU system, further dividing into the data center space.
If everything goes according to plan, the grip of chip King on AI can be tightened and with fresh nods of approval, the track looks long.
Nvidia stocks remain in focus as Wall Street bends. Image and colon source; I-HWA Cheng & Sol; AFP via Getty Images “Loading =” Eager “Height =” 540 “WIDTH =” 960 “class =” YF-1GFNOHS Loader “/>>>>
Nvidia’s shares remain in focus when Wall Street bends.Image and colon source; I-HWA Cheng & Sol; AFP via Getty Images
It is honest to call the GPU composition of the GPU of NVIDIA mini -rpm, with each chip overpowering the last of a mile of rural mile.
It started with Ampere, a massive step in the wadding lifts and the enhanced tensor nuclei. Ampere was a hit hit with hyperskalers who looked to feed everything – from recommended engines to early AI evidence of concept.
Then we had a bunker. Nvidia is packed in a special transformer engine, increases the NVLINK speed and tweaks its chips so that LLM training faster without blowing the budget.
Hopper cemented the place of NVIDIA as a top dog, both in research laboratories and in mega-scale data centers.
Then came the Blackwell Ultra, which turned the game with more intelligent data processing, faster memory and techniques to reduce the backlog.
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We suddenly saw the generative AI enter into its own real -time video, great simulations and an instant breakage of data.
Now there is a ruby, the successor to Blackwell, who claims to be 3.3 × faster. This jump is not the usual boom in the clock speed, but it means that you can stuff a lot more AI loads in the same trunk.
Its next -generation tensor nuclei, high -band interface and liquid cooling interface, allow companies to manage multiple models at a time.
More technological news:
Rubin seamlessly binds to NVIDIA Cuda’s mature Cuda ecosystem, with any library, toolkit and optimization getting lifting.
For the AI ​​teams, this means a short training cycles, the implementation of dense conclusions and the freedom to experiment at the same time as more complex models.
If all this is dependent on over, NVIDIA will again prove why this is an indispensable engine behind AI Revolution.
Nvidia’s action has just put another stamp of approval from Wall Street.
The best mizuho chip analyzer, Vijay Rakesh, doubled your boss taking Ai Bellwether, with eyes to the future.
Rakesh expects NVIDIA to deliver north from 5.3 million AI accelerators this year, jumping to 6 million by 2026. However, he believes that the real overwhelming is around Rubin, the following server that Nvidia claims to be 3.3 times faster than Blackwell Ultra.
In addition, if Rubin can move to air cooling option instead of liquid cooling, we can see many more data centers that accept the NVIDIA gear.
Only this tweak can lead to an explosion in the search for NVIDIA graphic processors, as companies are looking to build their AI muscle without massive infrastructure improvements.
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Also, Mizuho maintains a NVIDIA shares rating with a price price of $ 170 (8% jump from late July 2).
In a recent note, the Cantor Fitzgerald is even more elaborate, maintaining its overweight estimate and putting the tape even higher to $ 200 (27.2% higher than near July 2).
Nvidia continues to ride high on the back wind of the second quarter of the blow, its 10th consecutive quarter of the highest and lower strokes. He provided nearly 60% of the highest line, while his profit per share of 81 cents beat six-cents ratings.
However, this was not a smooth voyage for AI Titan.
Two Chinese launching AI companies, one led by former CEO of NVIDIA, just filed publicly, moving fresh competition. Also, the US ban on sales of H20 chips in China and rumors of the H100 H100 Challenger have retained the pressure.
Nevertheless, Nvidia is strongly pressed on new fronts. He has become all-in-sovereign AI projects in Europe and Saudi Arabia while building colossal US production centers to hedge against tariffs.
It is important to note that on June 25, NVDA clutched 4% to a record $ 154.10, briefly outpaced Microsoft as the most precious company in the world,
So it is clear that he is still the King of NVIDIA’s AI chips, and there is still a lot of space to run on the street.
Related: Veteran Analyzer drops a bold new NVIDIA stock call
The best analyst updates the price of NVIDIA for a surprising reason for the first time appeared on Thestreet on July 4, 2025.
This story was originally reported by Thestreet on July 4, 2025, where it first appeared.
