NVIDIA Corporation (NVDA.US) financial report completely refutes the bearish argument, Wall Street unanimously sees a positive outlook for AI investment opportunities.

Amid questioning of the artificial intelligence investment boom, NVIDIA Corporation's latest quarterly performance and guidance once again gave Wall Street a "shot in the arm." Several analysts said that this financial report not only addressed concerns about AI demand, financing bubbles, and GPU lifecycles in the market, but also showed that this tech giant led by Jensen Huang is "firing on all cylinders," countering almost all bearish arguments. Morgan Stanley analyst Joseph Moore pointed out in his research report that Huang responded positively to concerns about the "AI bubble" and "cyclical financing" at the financial report meeting, showing a rare candidness. He wrote, "NVIDIA Corporation is at the core of the AI ecosystem, and it is not easy for them to directly comment on these issues, but their explanations about ecosystem expansion, product lifecycle, and AI investment value are convincing." He added that Morgan Stanley expects NVIDIA Corporation's revenue to exceed 300 billion dollars in the fiscal year 2027, but "to convince investors that the net present value of these investments can exceed 300 billion dollars, more specific data is needed." Moore maintained an "overweight" rating for NVIDIA Corporation with a target price of 235 dollars, emphasizing the management's "strong optimism" about future opportunities. Huang reiterated that by the end of this century, global annual AI infrastructure investment will reach 3 to 4 trillion dollars. NVIDIA Corporation has already locked in approximately 500 billion dollars in orders for just the Blackwell and Rubin platforms, not including new deals like the one with Anthropic. "Just the order from Anthropic represents over 30 billion dollars in potential revenue." Moore stated that even though NVIDIA Corporation's quarterly revenue growth of 10 billion dollars is quite impressive, the demand is growing faster than supply, and "in this situation, there is still room for upward adjustment in market expectations for NVIDIA Corporation." Jefferies analyst Blayne Curtis also noted that NVIDIA Corporation "responded to all concerns with facts." Over the past few weeks, concerns about AI demand, financing pressures, and GPU depreciation cycles have been escalating, but this financial report "provides short-term relief." Curtis stated that the sales performance of the GB300 is very strong, accounting for two-thirds of the Blackwell series shipments; although the market is concerned about rising costs, including storage, the company still expects gross margin to be in the mid-70s, higher than the market's general expectation of below 74%. He further pointed out that cloud service providers (CSPs) are generally "completely sold out," and Blackwell, Hopper, and even Ampere series are running at full capacity, "which helps to dispel discussions about GPU lifespan shrinkage." He maintained a "buy" rating and raised the target price from 240 dollars to 250 dollars. Evercore ISI analyst Mark Lipacis continued to list NVIDIA Corporation as a "top pick stock." He pointed out that despite increased competition from companies like AMD and Broadcom Inc., NVIDIA Corporation remains the "preferred supplier for the AI ecosystem." He wrote, "Although supply is still constrained, NVIDIA Corporation's inventory increased by 32% quarter-on-quarter, and supply commitments increased by 63% quarter-on-quarter, which makes us believe that the company is capable of achieving or surpassing the goal of 500 billion dollars in data center compute orders for 2025-2026." He continues to be optimistic about the risk-return structure of NVIDIA Corporation. Wedbush Securities analyst Dan Ives called this financial report conference call a "global shake-up." He has always referred to Jensen Huang as the "AI godfather" and believes that this financial report once again proves, "The AI revolution is not a bubble, but the third year of the fourth industrial revolution." Ives bluntly stated, "Investors who have been bearish on technological innovation in the past few decades have missed out on transformative companies. This time is no different, they will continue to miss out on the tech bull market in the coming years." He pointed out that based on the AI demand he has seen in the global supply chain and Asian markets, "AI growth is far from over."