After a dip from rare earth conspiracy and China vs US tense policy, is now back on track!
Some recent updates:
NVIDIA ($NVDA) is shaping the future of AI, and investors should keep their eyes on where the company is extending its moat. The first point to watch is its ecosystem flywheel: NVIDIA invests in AI players and infrastructure, those partners adopt its GPUs and CUDA stack, and developers—now more than 5 million strong—build on top, driving further demand. This self-reinforcing cycle keeps customers locked in and expands NVIDIA’s reach far beyond chips.
Second, look at new growth verticals. The $1 billion stake in Nokia signals a push into telecom networks, while collaborations with Palantir, the U.S. Department of Energy, and Stellantis/Uber show NVIDIA embedding itself into enterprise intelligence, supercomputing, and mobility. Each of these creates long-term demand beyond the hyperscaler core.
Third, pay attention to the product and software pipeline. New GPU launches, AI-factory blueprints, and recurring revenue from CUDA, Omniverse, and enterprise licensing will diversify earnings and make growth more sustainable.
For investors, the story is about scale and staying power. NVIDIA isn’t just participating in the AI wave—it’s building the ecosystem that drives it. As adoption spreads across industries, the opportunities remain enormous.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
That price target is going up to $250