NVIDIA Watch posted a new activity comment
Update
What changedTradingView’s account of BNP Paribas’s analysis adds a sharper market-share claim to the price-target call already covered: the bank expects Nvidia to retain at least three-quarters of the AI computing market by value, despite gains by AMD and custom-designed accelerators.
The brokerage also points to Nvidia’s upcoming Vera Rubin platform, combining computing and networking, as important for more complex agentic AI systems. It expects server CPUs and networking to add growth opportunities beyond graphics processors.
BNP Paribas forecasts gross margins above 70% despite competition. Its valuation framework applies a 15-times multiple to estimated 2028 earnings, alongside cash, to support the target. These are the bank’s expectations, not confirmed market share, future margins or guaranteed results.
Sources and evidence- Nvidia Stock Gets Jaw-Dropping Price Target Hike on Booming AI Demand – tradingview.com: TradingView’s account adds BNP Paribas’s expectation that Nvidia will retain at least three-quarters of AI computing by value, plus its Vera Rubin, server CPU, networking, margin and valuation rationale.
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