Nvidia’s Stock Trajectory Amid AI Boom and Global Expansion
Nvidia remains the linchpin of AI infrastructure as it approaches its November 2025 earnings report. The company's GPUs are now powering OpenAI's cloud collaboration with Amazon Web Services, while IREN's Texas data center deployment underscores relentless demand. Microsoft's approved export of Nvidia chips to the UAE further cements its global dominance.
Loop Capital Markets projects a 69% upside with a $350 price target, citing doubled GPU shipments and premium pricing power. Conversely, bearish analysts warn of supply constraints capping gains at $155. The dichotomy reflects the high-stakes gamble on whether AI adoption can outpace operational headwinds.