Alphabet CEO Sundar Pichai Responds to Jensen Huang's Excitement Over Google Gemini's Nano Banana: 'How Impressive Is That?'
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 18 2025
0mins
Source: Benzinga
Nvidia CEO's Praise for Google AI: Jensen Huang expressed enthusiasm for Google Gemini's "Nano Banana" AI image tool, which has gained popularity for its editing capabilities, during a recent event in London. His comments prompted a lighthearted response from Alphabet CEO Sundar Pichai.
Nvidia's Investment in AI Infrastructure: Nvidia announced a $683 million investment in Nscale, a UK-based data center builder, which Huang estimates could generate over $68 billion in revenue over six years, highlighting the company's commitment to expanding its AI infrastructure.
Projected Growth in AI Data Centers: A McKinsey report forecasts that AI-specific data center capacity will increase significantly, from 44 gigawatts in 2025 to 156 gigawatts by 2030, with capital spending potentially exceeding $1.7 trillion, driven largely by AI demand.
Market Reaction to Nvidia's Performance: Despite a 2.62% drop in Nvidia's shares to $170.29, the stock saw a 2.30% rise in pre-market trading, reflecting ongoing investor interest and confidence in the company's long-term prospects in the AI sector.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy NVDA?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NVDA is 264.97 USD with a low forecast of 200.00 USD and a high forecast of 352.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 192.510
Low
200.00
Averages
264.97
High
352.00
Current: 192.510
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Nvidia Stock Soars 1,330% Over Five Years Amid AI Boom
- Stock Performance: As of January 29, Nvidia's (NVDA) stock has surged 1,330% over the past five years, reflecting its strong position in the ongoing AI boom, particularly due to relentless demand from hyperscalers for its premium data center chips.
- Dividend Payments: Nvidia has been paying dividends since 2012, currently at $0.01 quarterly, meaning investors would need to invest over $47 million to acquire 250,000 shares for $10,000 in annual dividends, indicating a low yield of just 0.021%, making it unsuitable for income-focused investors.
- Financial Health: In Q3 2026 (ending October 26), Nvidia reported a robust 56% net profit margin, indicating a strong financial position that enhances the safety of its dividend payments and boosts investor confidence.
- Future Growth Potential: Nvidia's revenue and earnings per share are projected to grow at compound annual rates of 46.8% and 48.3%, respectively, between fiscal 2025 and fiscal 2028, attracting investors seeking significant upside potential and further solidifying its market position.
Continue Reading
Baseten's Funding Surge Signals Potential IPO
- Funding Overview: Baseten raised $300 million in its latest funding round, achieving a valuation of $5 billion, highlighting its strong appeal in the AI infrastructure sector, particularly with technology that can reduce inference costs by over 40%.
- Revenue Surge: The company's revenue skyrocketed from $2.7 million in 2023 to $15.8 million in 2025, indicating the success of its business model and rapid market demand, which may attract more investor interest.
- Investor Backing: Nvidia's $150 million contribution in this funding round underscores its confidence in Baseten's future development and reflects Nvidia's strategic positioning in the expanding AI market.
- Market Outlook: Baseten's defensible niche and explosive growth make it a potential acquisition target for larger tech companies, and if it remains independent, its IPO prospects are very promising, although investors should be cautious of its high valuation.
Continue Reading