Oppenheimer Maintains Outperform on Nvidia (NVDA) as Hyperscaler Capex Accelerates
Nvidia Corporation (NASDAQ: NVDA) Best data center stocks to buy now– And the best stock on this list. Despite the large market value, 36% annually developed by underlining the power of stocks, demand and execution. On August 21, Oppenheimer analysts, in front of the company’s August 27 earning version, with a price of $ 200 Nvidia Corp. (NASDAQ: NVDA). Analysts believe that the results of the company may be above an agreement with $ 45.8 billion financial income expectations and $ 1.00 EPS. Income forecasts for the fiscal quarter are $ 52.8 billion and EPS $ 1.19.
Analysts emphasized the strong adoption of NVLI72’s NVL72 shelf -scale system, which is now distributed by large cloud providers. He also argued that the first four hyperses increased the 2025 Capex appearance to $ 365 billion, which was a sharp increase from previous estimates. This should directly benefit Nvidia Corp. (NASDAQ: NVDA) infrastructure business.
On the other hand, China continues to make a relatively small contribution that is estimated to be below 5% of sales after April H20 Ban, but NVIDIA Corp. (NASDAQ: NVDA) When restrictions were introduced, he still had a $ 16 billion H20 accumulation. Since then, the company has received an export license for the H20 GPUs and a 15% revenue share is going to the US government. Analyst expects NVIDIA to balance this cost through higher pricing.
In the next quarter, analysts NVIDIA’s gross margins will be in the middle of 70% supported by a smooth ramp of GB300 (Ultra) renewal in the third quarter. In their opinion, Nvidia Corp. (NASDAQ: NVDA) continues to be the best positioned company in AI infrastructure, accelerating a strong product cycle and investments to AI and data center.
NVIDIA CORP. (NASDAQ: NVDA) Designs and produces graphic processing units (GPUs), System Units on Chip (SOCS) and AI hardware and software. GPUs are used in game, high -performance information processing, AI training and inference and serve as the backbone of the worldwide data center infrastructure.
As NVDA accepts its potential as an investment, we believe that some AI stocks offer more opposite potential and have less negative risk. If you are looking for an extremely worthless AI stock that makes significant use of the Trump Period tariffs and the onshoring trend, Best short -term AI stock.
Read next: 10 Best Cover Technology Stock to Buy Now And The 10 best big technology stocks to be purchased right now.
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