Nvidia In 2025, a bad launch was sold at the stock exchange, losing more than 10% of its value, with a low price of the Chinese artificial intelligence (AI), but the possible AI model plays a key role in semiconductor giant problems. in.
When Rearing gifting insisted that it spent only $ 6 million Train his R1 reasoning model, which is capable of competing with the OPENAI’S O1 Reasonable Model, AI shares have been beaten in the United States. Nvidia Stock was one of the largest victims of sales, it went down 17% on January 27, when Deepseek captured CHATGPT downloads Apple App Store in the USA
The low value model of Deepseek has caused concerns about the Major Cloud Computers and Governments that reduce their demand for AI chips selling NVIDIA. However, looking more closely at the latest developments in AI, the cost of AI chips can continue to climb higher, opening the NVIDIA stock exchange feature on February 26.
Let’s look at why NVIDIA can offer a bright update on the end of this month on the condition of AI cost with its quarterly report.
Over the past few years, the technology giants and the governments of the world have poured a lot to the development of AI infrastructure, and President Donald Trump has given prospects for AI last month.
Tuesday, January 21, Trump announced near the White House CoatbankOpenai, and Fortune teller (NYSE: ORCL) make up a joint venture that envisages invest $ 100 billion in AI infrastructure. The joint venture that is known as Stargate, eventually plans to spend $ 500 billion in the United States for the next four years.
According to the Oracle President, Laragein’s first AI data center is already in Texas. The joint venture is expected to build 20 data centers, creating an estimated 100,000 jobs.
In the post of StarGate project, Openai mentioned that the initial funding will be provided to Softbank, Openai, Oracle and Abu Dhabi’s AI focused on investment company, MGX. Then that position stressed that Nvdia is preparing for the initial technological partners in Stargate.
Nvidia has been on the basis of its powerful graphic recycling units (GPU) with its powerful graphic recycling units, which helped by Openai train grain. It continues to push the envelope in the AI ​​accelerator market, the last three years, the more powerful chips, scored based on its Hopper and Blackwell architecture.
This explains why NVIDIA maintains firmly grip in the AI ​​Chip market with an estimation of 90%. Given that NVIDIA has created a technological advantage over the AI ​​Chip market competitors, it can remain the dominant power in this area. Like NVIDIA’s GPUs are the main buildings of AI data centers, which are given their ability to make mass calculations, allowing companies to quickly train and deploy AI models, you should ideally help to improve the target market of Chipmaker.
For example, Oracle has relied on NVIDIA GPUS to rent ai infrastructure to rent customers so that they can train ai models in the cloud. In September last year, Elison mentioned that one of the largest data centers in Oracle is 800 megawatts, and it contains NVIDIA GP clusters that can train the world’s largest score. ” It was noted that the December 2024 Honorary Conference on December 2024, that the company “delivered” the world’s largest and fastest AI supercomputer. “
Oracle plans to deploy an additional 35 cloud districts around the world around the world. It will not be surprising to see the company’s appetite for the NVIDIA GPUS. It is more important that “Nvidia” is working with its supply network partners to raise its AI GPUS result in 2025, there should be a higher demand for its chips, which will probably be caused by STARGATE.
Meanwhile, the likes Meta Platforms: aeration of Microsoft: They are not going to reduce their costs on AI infrastructure due to Deepsek promotion. Both companies believe that heavy AI investments are required to support the growing demand for AI applications due to more efficient models, as Deepseek has shown. Dutch semiconductor equipment Asml He offered such a thing when the company witnessed a strong growth of orders and received more bookings than Wall Street was waiting.
All this suggests that AI consumed environment can remain stable, and it can help NVIDIA latest results and guidance for this month.
Analysts currently expect NVIDIA income in 2026 (which has just started) by 52% more than $ 196 billion, followed by 2027 financial growth.
However, you expect these assessments are higher, in the light of the above discussion, paving the road more upside down in the NVIDIA fund. It is noteworthy that the target of the 12-month price of NVIDIA is $ 175, according to 66 stock analysts, indicates 46% profit from current levels.
NVIDIA revenue estimates for two floors of 2026 and 2027 have been a higher trend, which can continue due to continuing investments in AI. As a result, the target of NVIDIA prices may also witness the top reviews.
Thus, investors who have been next to and are interested in buying NVIDIA shares after star revenues when shares can buy a number of 23 multiple stocks upcoming earnings are very attractive, given the technological. truck NASDAQ-100 Indicator has a primary income of 27. That’s why NVIDIA can now find that it will continue to increase its healthy earnings.
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RANDI UCK UCKBERG, Former Market Development Director and CEO of Facebook and Sister Mark Zukeberg is a member of Motley Fool’s board. Scutch does not have any of the specified shares. Motley Fool has positions and offers ASML, Apple, Meta Platforms, Microsoft, Nvidia and Oracle. MOTLEY FOOL offers the following options: Motley Fool has Discovery Policy:A number
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