NVIDIA Corporation CEO Jensen Huang made a significant announcement at the 2025 Computex Technology Exhibition in Taiwan, shifting the company’s data center strategy. The move was met with enthusiasm in Taiwan, where Huang is often referred to as "Jensanity."
Analyst Insights
Analyst Stacy Rasgon of Bernstein maintains a positive view on NVIDIA’s announcements, reiterating his Buy rating and a $185 price target for the company’s stock. Rasgon highlighted the NVLink Fusion announcement as particularly beneficial. However, he noted the absence of major players like Intel, AMD, and Broadcom from the event, suggesting they may be boosting second-tier ASIC players instead of partnering directly with NVIDIA.
Market Strategy
Rasgon pointed out that allowing other companies to use NVIDIA’s technology might seem counterintuitive for capturing market share from competitors like Intel and AMD. However, this strategy could help NVIDIA capture business from hyperscalers who would develop their own ASICs regardless. Initial partners like Marvell and MediaTek are second-tier players seeking to gain market share, and enabling them could benefit NVIDIA.
Positive Developments
The removal of diffusion rules is considered a near-term positive, as it eliminates one potential headwind for the upcoming earnings report on May 28th. Discussions about replacing these rules with individually negotiated bilateral agreements are ongoing, especially following recent announcements in the Middle East. The removal of these rules alleviates concerns about constraints on sales worldwide.
Rasgon anticipates continued innovation and expansion into new markets beyond core offerings, including a push into networking and potentially PCs via DGX Spark workstation.
Related News
- NVIDIA Stock Performance: The stock has been trading steadily over the past year but has shown signs of volatility recently due to various factors affecting its performance in different markets around the world.
- Industry Trends: The data center industry continues to evolve rapidly, with advancements in AI computing power driving demand for specialized hardware solutions.
- Competitive Landscape: Major players such as Intel, AMD, and Broadcom have been making moves in recent years, expanding their presence across various segments.
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