Nvidia ‘AI factory' strategy poised to unlock new markets: analysts
Portfolio Pulse from
Nvidia is positioning itself for significant growth by targeting enterprise and physical AI markets, with analysts from Bank of America maintaining a 'Buy' rating. The company sees a massive total addressable market (TAM) of $500 billion in IT services and $50 trillion in robotics and physical AI applications. The Blackwell platform's rapid adoption, with 3.6 million GPUs shipped or ordered, underscores Nvidia's strong market position.
March 21, 2025 | 4:30 pm
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Bank of America analysts see strong growth potential for Nvidia through enterprise AI infrastructure and modular systems like DGX Spark and DGX Station. Gross margins could improve to 71% and potentially expand further.
Positive analyst rating, massive market TAM, strong GPU shipments, and potential margin improvements suggest significant upside for Nvidia stock.
CONFIDENCE 90
IMPORTANCE 95
RELEVANCE 100