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Analyst Reaffirms Nvidia as Top AI Play Amid Strong Demand Signals
Analyst Reaffirms Nvidia as Top AI Play Amid Strong Demand Signals
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Bank of America's Vivek Arya emerged from private Nvidia engagements bullish on the chipmaker's AI dominance, maintaining a $180 price target. The Blackwell architecture's rollout now drives 70% of compute sales, assuaging execution concerns that previously weighed on shares.
Enterprise and cloud demand remains robust, with Arya noting Nvidia's unrivaled positioning to ride the 'ongoing AI tide.' The company systematically addressed three major investor pain points during the San Francisco events, including regulatory overhangs and Blackwell's ramp trajectory.
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