Nvidia GTC 2026: Partner Developments and Stock Reactions
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4 days ago
0mins
Should l Buy NVDA?
Source: seekingalpha
- Partner Stock Surge: On day two of GTC 2026, stocks of Nvidia's partners generally rose, with Hewlett Packard Enterprise (HPE) shares up 1%, reflecting the ongoing prosperity of Nvidia's ecosystem.
- HPE Product Launch: HPE unveiled the first Nvidia-certified object storage platform, Alletra Storage MP X10000, with CEO Antonio Neri stating that it will help enterprises operationalize AI securely and efficiently, enhancing HPE's market position in AI.
- IBM Collaboration Expansion: IBM announced an expanded collaboration with Nvidia to integrate CUDA GPU acceleration into the data layer, advancing enterprise AI, with IBM shares rising 1.5%, indicating market confidence in its AI strategy.
- Uber Autonomous Driving Plans: Uber's stock jumped nearly 5% as it plans to deploy an autonomous driving fleet powered by Nvidia's DRIVE AV software in 28 cities by 2028, highlighting Nvidia's growing influence in the autonomous driving sector.
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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: 178.560
Low
200.00
Averages
264.97
High
352.00
Current: 178.560
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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- Analyst Optimism: Tigress Financial's Ivan Feinseth reiterated a strong buy rating and raised the 12-month price target to $360, suggesting a potential upside of 100%, reflecting the market's underestimation of Nvidia's future growth.
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- Positive Future Outlook: CEO Jensen Huang anticipates generating at least $1 trillion from Blackwell and Vera Rubin chip sales by the end of 2027, demonstrating the company's strong confidence in future computing demand.
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- Nvidia's Growth Potential: Nvidia is expected to achieve a staggering 70% revenue growth this fiscal year, and although market expectations for future growth are low, the persistent demand for AI data centers makes Nvidia's stock an attractive investment at current prices.
- Broadcom's AI Chip Business: Broadcom's AI chip business is projected to generate over $100 billion in revenue by 2027, and while its current valuation is not low, the rapidly growing demand for custom AI chips is not fully reflected in the market, presenting a significant investment opportunity.
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See More
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- Nvidia's Growth Expectations: Although the market anticipates Nvidia will achieve a remarkable 70% revenue growth this fiscal year, its valuation is comparable to the S&P 500, indicating overly conservative growth expectations, as AI data center demand is projected to persist through 2030.
- Broadcom's AI Chip Business: Broadcom expects its custom AI chip business to generate over $100 billion in revenue by 2027, with its latest quarter's AI semiconductor revenue reaching $8.4 billion, reflecting a 106% year-over-year increase, highlighting strong market demand.
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- Household Spending Pressure: While U.S. households spend only 3.2% of their budget on gas annually, the sharp rise in prices could strain overall consumer spending ability, particularly amid increasing economic uncertainty.
- Interest Rate Policy Changes: The Federal Reserve has lowered the federal funds target rate six times since September 2024, from 5.25% to a range of 3.50%-3.75%, which could stimulate economic growth; however, high inflation rates may force the Fed to halt cuts or even raise rates.
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See More
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- AI Infrastructure Demand: As spending on AI infrastructure continues to rise, hyperscalers are seeking cheaper alternatives, and Broadcom has established a significant position in the custom chip market by co-developing successful tensor processing units (TPUs) with Alphabet, positioning itself to benefit from this trend.
- Amazon Operational Efficiency: Amazon (AMZN) has significantly reduced costs in its e-commerce operations through the use of robots and AI, driving growth in its high-margin sponsored ad business, while its cloud computing unit, AWS, is also seeing accelerated revenue growth, demonstrating the company's success in diversifying its business.
- AWS Future Outlook: Amazon CEO Andy Jassy anticipates AWS will grow into a $300 billion revenue business over the next decade, far exceeding initial expectations, and this growth potential complements its leading position in e-commerce, making Amazon a top stock to buy.
See More
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- Broadcom's AI Chip Potential: Broadcom is showcasing strong growth prospects in the custom AI chip sector, with projected AI ASIC revenue exceeding $100 billion by fiscal 2027, which is more than 1.5 times its total revenue for fiscal 2025, indicating robust momentum in its data center networking business.
- Market Demand Driving Growth: As spending on AI infrastructure continues to rise, hyperscalers are seeking cost-effective alternatives to Nvidia, positioning Broadcom to benefit from this market shift due to its leadership in the field.
- Amazon's Cloud Computing Surge: Amazon's cloud computing unit, AWS, is expected to reach $300 billion in revenue over the next decade, which is more than double the initial projections by CEO Andy Jassy, reflecting the company's aggressive investments to meet growing demand.
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