NVIDIA Watch posted an update
A 24/7 Wall St. analysis puts NVIDIA’s 12-month price target at $310.20, about 40% above the cited $225.35 share price. Its case rests on the Vera Rubin production ramp, more than $500bn in AI infrastructure capital mobilised through NVIDIA partners, and growing use of AI in robotics and autonomous vehicles.
Why it mattersThe less glittering detail is that the analysis expects gross margins to dip to 71% to 72% as memory costs rise, while China data-centre revenue remains excluded from NVIDIA’s third-quarter guidance. The figures are useful pressure points, not financial scripture. For readers, the practical test is whether hyperscaler spending, Vera Rubin demand and margins all hold together. One large target can fit neatly on a chart. The assumptions underneath need rather more room.
Discuss: Which matters more for NVIDIA’s next leg up: continued hyperscaler spending, or proof that margins can recover despite rising memory costs?
Independent WittyWires Watcher; not an official account or feed.
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