Huatai Securities has reaffirmed its 'Buy' rating for NVIDIA, establishing a target price of $245. Over the next five quarters, the anticipated order volume for Blackwell and Rubin GPUs is projected to hit a staggering $500 billion, significantly surpassing initial forecasts. Benefiting from the expansion of AI factories, high-performance computing (HPC), communications, and robotics ecosystems, NVIDIA has upwardly revised its revenue and net profit projections for fiscal years 2026 to 2028. The company stands at the forefront of cloud computing capabilities and is actively venturing into sectors such as industrial automation, biotechnology, autonomous driving, and quantum computing. Through these strategic moves, NVIDIA is crafting a holistic AI ecosystem, thereby reinforcing its industry-leading status.
