NVIDIA (NVDA) 2026: From Chipmaker to AI Architect!
Автор: theexpme
Загружено: 2026-01-20
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NVIDIA (NVDA) 2026: From Chipmaker to AI Architect!
NVIDIA is no longer just a chip company; it is the fundamental architect of the global AI era.
Quick Q3 FY2026 Highlights:
Revenue hit a record $57 Billion, up 62% year-over-year. Data Center sales now drive nearly 90% of total revenue, proving that AI factories are the new industrial backbone.
3 Growth Drivers to Watch:
1. Blackwell Supercycle: Demand is off the charts, with the next-gen Rubin architecture already on the roadmap for late 2026.
2. Sovereign AI: Global governments are now a major customer group, building national AI infrastructure for security and growth.
3. Financial Fortress: $60 Billion in cash and a massive share buyback program act as a safety net for investors.
Key Risks:
Geopolitical Policy: New 25% tariffs on advanced chips to China.
Custom Silicon: Big Tech starting to design their own AI chips to reduce costs.
Investment View:
Accumulate on weakness. 12-Month Target: $225. Look for entries during market volatility near the $170-$180 support zone.
#NVDA #NVIDIA #AI #TechStocks #Investing #Blackwell #SovereignAI #StockMarket #TheEXPme
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