EXCLUSIVE: HUAWEI'S NEW AI CHIP 950PR RECEIVES POSITIVE CUSTOMER TESTING; BYTEDANCE AND ALIBABA SET TO PLACE ORDERS - SOURCES
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4 hours ago
0mins
Should l Buy NVDA?
Source: moomoo
Huawei's New AI Chip: Huawei has introduced its new AI chip, the 950 PR, which has received positive feedback from customers.
Collaboration with Alibaba: The company plans to collaborate with Alibaba to facilitate order placements for the new chip.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 178.680
Low
200.00
Averages
264.97
High
352.00
Current: 178.680
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.
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- Significant Revenue Growth: Nvidia generated $215.9 billion in revenue for the fiscal year 2026, reflecting a 65% year-over-year increase, demonstrating strong demand in the AI market and ample room for future growth.
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See More
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- Sales Forecast Surge: Nvidia anticipates lifetime sales of its Blackwell and Rubin graphics processing units to reach $1 trillion, doubling last year's estimate of $500 billion, indicating robust demand that could drive stock price increases.
- Data Center Spending Growth: Global data center capital expenditures are projected to rise to $3 trillion to $4 trillion annually by the end of 2030, and with ongoing AI spending trends, this forecast may not be far-fetched, presenting significant market opportunities for Nvidia.
- AI Spending Trends: Despite investor skepticism regarding the ROI of AI spending, major tech companies like Meta, Microsoft, Amazon, and Alphabet are expected to spend around $650 billion this year on data center construction and chip costs, positioning Nvidia as a primary beneficiary.
- Market Rebound Expectations: Analysts believe Nvidia's stock is poised to hit new highs in the coming years, especially if major AI hyperscalers continue to ramp up spending in 2027, signaling to investors that Nvidia's growth potential remains strong.
See More
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- Selling Trend Emerges: According to WhaleWisdom.com, institutional investors reduced their holdings in Taiwan Semiconductor Manufacturing (TSMC) by approximately 2.8% during Q4 2025, bringing total shares held down to about 789.6 million, raising concerns about its future performance.
- Profit-Taking Factor: TSMC's stock price surged from a range of $220-$240 to $290-$310 between Q3 and Q4, leading some institutional investors to sell for profit-taking, indicating a market preference for short-term gains.
- Passive Funds Dominate: The reduction in holdings primarily came from passive funds rather than hedge funds, which slightly decreased their stake in TSMC, suggesting that most of the selling was driven by automatic adjustments based on index weightings rather than active investment strategies.
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See More
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